Meta Eyes $10B+ Compute Lease Deal with Anthropic
heyshrutimishra · x · 2026-07-19
Reports indicate that Meta is negotiating a compute lease agreement with Anthropic worth over $10 billion. The two-year deal would be paid monthly, with both parties retaining the option to exit early.
- Background: Anthropic proposed the partnership in June. Meta’s capital expenditure this year is expected to reach $145 billion, and Zuckerberg has previously stated that companies are willing to pay a premium for Meta's idle compute.
- Significance: If finalized, this would mark Meta's first large-scale external lease of surplus compute. It signals a shift for Meta from purely "burning cash on in-house models" to becoming an infrastructure provider profiting from compute rentals, much like CoreWeave.
Related event: Meta Reportedly in Talks to Lease AI Compute to Anthropic(12 posts)→
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