This would open up a whole new business for the creator of Facebook and Instagram.
Meta is “in talks” with Anthropic to lease some of its data centers, according to a new report in The New York Times. Discussions are in their early stages, the report said, but could result in a deal worth up to $10 billion over two years.
The report follows an earlier report by Bloomberg that the social media company was considering entering the cloud services business. Providing computing resources to other companies would be an entirely new business for Meta, which makes the vast majority of its revenue from advertising. Meta CEO Mark Zuckerberg has previously hinted at the possibility of selling its data center space. On an earnings conference call last year, he said the company fielded such requests “almost every week” and that he considered it “an option” for the future.
Although Meta and Anthropic are ostensibly rivals on the AI front, such an arrangement could benefit both companies. Meta has made massive investments in AI data centers to fuel its own ambitions to create cutting-edge AI models. This level of spending also raised eyebrows as Meta said it planned to spend between $125 billion and $145 billion in 2026 alone.
But leasing its data centers to a company like Anthropic, which has a seemingly endless need for computing resources, would turn some of those data center investments into a new multibillion-dollar business. Anthropic had already signed a similar deal with SpaceXAI before the Elon Musk-led company’s IPO earlier this summer. This deal would be worth $45 billion over three years. The creator of Claude Code immediately increased subscribers’ pricing limits after announcing the deal.
