Anthropic in early talks with Meta to acquire compute power

Anthropic is reportedly in very early talks with Meta to lease computing power, a deal that could be worth around $10 billion according to the New York Times. The move underscores the intense and persistent shortage of AI compute capacity, with Anthropic continuing to secure access to infrastructure from major tech players after recently announcing a similar arrangement with SpaceX. The report also highlights Meta’s growing push to monetize its AI infrastructure investments, as the company has explored entering the cloud computing business and could spend up to $145 billion on capex in 2026. While the discussion is preliminary, the news briefly supported Meta shares and reinforces the strategic importance of AI infrastructure, chips, and data center capacity across the sector.