Meta is reportedly in advanced talks to sell excess AI compute capacity to Anthropic, potentially generating up to $10 billion in revenue over two years, according to the New York Times. The deal, which Anthropic proposed in June, would allow the company to rent data center resources from Meta, a move that could open new revenue streams for the social media giant. Meta's CEO, Mark Zuckerberg, has previously indicated the company could sell unused AI compute if demand did not keep pace with its own needs. The company plans to spend up to $145 billion this year, with a significant portion allocated to AI initiatives.
Anthropic, which has already secured a $45 billion deal with SpaceXAI, is seeking additional compute capacity due to rising demand for its Claude Code platform. The company has also hired former Google executives to lead its efforts to build its own data centers in the long term. While Meta is still reviewing the arrangement, both parties could choose to walk away from the deal. The potential partnership highlights the growing demand for AI compute resources and the strategic importance of data center infrastructure in the industry.
Source: thedecoder
