MENLO PARK, Calif. (Diya TV) — Meta is in early talks with artificial intelligence company Anthropic on a deal that could bring up to $10 billion in revenue over two years. If completed, the agreement would allow Anthropic to lease computing power from Meta’s growing network of AI data centers.
The discussions remain at an early stage, and both companies could still walk away without reaching a final agreement. However, the potential partnership highlights the intense demand for AI computing resources as technology companies race to build more powerful artificial intelligence systems.
People familiar with the discussions said Anthropic proposed the deal in June. Under the proposal, Anthropic would make monthly payments to Meta over two years. In addition, both companies would have the option to end the agreement before the contract expires if business needs change.
The proposed deal could mark a major shift for Meta. While the company has invested heavily in artificial intelligence, it has focused mainly on developing its own AI models and products. Now, it could also become a supplier of computing power for other AI companies.
Demand for AI infrastructure continues to rise across the technology industry. Companies need powerful data centers filled with advanced computer chips to train and operate large AI models. As a result, major technology firms continue to spend billions of dollars to expand their computing capacity.
Meta stands among the biggest investors in this space. Chief Executive Officer Mark Zuckerberg recently said the company plans to spend as much as $145 billion this year, with much of that investment going toward artificial intelligence projects. That figure would more than double the roughly $72 billion Meta spent last year.
At the same time, investors have questioned whether such large investments will produce enough financial returns. Therefore, a deal with Anthropic could help Meta generate revenue from its growing data center network while it continues to expand its own AI business.
Meta has also acknowledged that it may eventually build more computing capacity than it immediately needs. Because of that, leasing unused computing power to outside companies could help improve efficiency and create another source of income.
Meanwhile, Anthropic continues to search for additional computing resources as competition in artificial intelligence accelerates. The company develops advanced AI models that require enormous processing power for training and daily operations. As demand for its services grows, it also needs access to more large-scale infrastructure.
Earlier this year, Anthropic signed an even larger computing agreement with SpaceX. Under that reported arrangement, Anthropic agreed to pay the aerospace company about $45 billion over three years for computing power. The contract reportedly includes provisions that allow either company to end the agreement early if necessary.
Compared with that reported deal, the proposed agreement with Meta would be much smaller. Still, it would represent another significant investment by Anthropic as it expands its AI capabilities.
The discussions also reflect a broader trend across the technology sector. Companies such as Meta, Google, Microsoft, and others continue to build massive AI data centers around the world. These facilities support advanced AI systems, but they also require enormous financial investments.
Because of these costs, investors have become increasingly focused on whether companies can earn enough revenue from artificial intelligence to justify their spending. Many analysts believe that leasing excess computing power could become an important business opportunity for companies with large data center networks.
Zuckerberg has recently suggested that outside demand for Meta’s computing infrastructure continues to grow. He noted during recent investor discussions that companies regularly approach Meta about purchasing access to its computing capacity. Those comments signaled that Meta may see commercial opportunities beyond its own AI products.
Even so, Meta continues to face strong competition from leading AI developers, including Anthropic and OpenAI. Industry observers continue to compare the performance of Meta’s AI models with those created by its rivals. As competition increases, companies are looking for new ways to strengthen their businesses while recovering the cost of major infrastructure investments.
For now, neither Meta nor Anthropic has confirmed the reported negotiations. Both companies declined to comment on the discussions.
