Meta is reportedly in talks to lease AI computing power from its data centers to Anthropic in a deal that could be worth up to $10 billion over two years. According to reports citing people familiar with the matter, Anthropic proposed the deal in June. The agreement would involve monthly payments, and both companies would have the option to exit the arrangement early. Reuters also reported that the discussions are still at an early stage and may not result in a final deal.

Meta is reportedly in talks to lease AI computing power from its data centers to Anthropic in a deal that could be worth up to $10 billion over two years.

According to reports citing people familiar with the matter, Anthropic proposed the deal in June. The agreement would involve monthly payments, and both companies would have the option to exit the arrangement early. Reuters also reported that the discussions are still at an early stage and may not result in a final deal.

The potential deal could give Meta a new way to make money from its major AI infrastructure investments.

Meta has spent heavily on data centers and computing resources to support its own AI models and products. Renting some of that capacity to outside companies would move Meta closer to the AI cloud market, where demand for GPUs and data center capacity remains extremely high.

Bloomberg has also reported that Meta is building a cloud business to sell excess AI computing power and possibly offer access to its own AI models through its infrastructure.

Anthropic, the company behind Claude, needs large amounts of computing power to train and run advanced AI models.

The company has already signed similar compute deals. Earlier this year, Anthropic reportedly agreed to rent data center capacity from SpaceX for around $1.25 billion per month through May 2029.

Google also signed a major compute agreement with SpaceX. That deal is reportedly worth $920 million per month for 32 months and gives Google access to around 110,000 Nvidia GPUs, along with CPUs, memory, and related components.

The talks show how important computing power has become in the AI industry.

Companies building frontier AI models need access to large numbers of chips, data centers, and power supplies. As demand rises, even rivals are exploring infrastructure deals to secure enough capacity for training and inference.

Anthropic recently released Claude Fable 5, while OpenAI and other leading AI companies are also pushing more advanced models. This has increased pressure on every major AI company to secure more compute.

Meta has been building its own AI models, but it is still trying to close the gap with frontier model companies such as OpenAI and Anthropic.

Leasing compute could help Meta earn revenue from its infrastructure while it continues improving its own AI systems. Reuters reported that Meta does not yet have an established business for selling computing power, which means the plan would mark a major shift if it moves forward.

Anthropic declined to comment on the report, while Meta did not immediately respond to Yahoo Tech’s request for comment.

For now, the talks remain preliminary. However, if the deal goes through, it would show that Meta’s AI data centers are not only a cost for building its own models, but could also become a major new revenue source.

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