Anthropic in early talks with Meta to acquire compute power
Dario Amodei, co-founder and chief executive officer of Anthropic, at the AI Impact Summit on Thursday, February 19, 2026, in New Delhi, India.
Prakash Singh | Bloomberg | Getty Images
anthropic is in preliminary talks to lease artificial intelligence computing power MetaA person familiar with the matter told CNBC’s Kate Rooney:
Shares of the social media giant rose from daily lows on Friday following a report. New York Times It was stated that a potential deal worth approximately $10 billion was discussed.
Meta declined to comment.
The talks come weeks after Anthropic announced a similar deal with Elon Musk SpaceX will use computing capacity at the Colossus 1 data center to increase capacity for paid subscribers.
The deal talks are a sign that Anthropic, one of the leading AI labs, continues to make big commitments with other companies to gain access to AI chips. Nvidia.
Access to enough AI chips remains a challenge for companies like Anthropic, which, like Fable, has put usage limits on its most advanced models.
The talks also come after Meta CEO Mark Zuckerberg said in May that the social media company was considering getting into the cloud computing business, in an effort to show investors that the firm could make money from artificial intelligence investments beyond improvements to its existing business.
Meta could spend $145 billion on capital expenditures, including AI infrastructure, in 2026.
Dave Brown is the former long-time senior executive. Amazon CNBC confirmed that Web Services is preparing to join Meta.
Last October, Zuckerberg said companies regularly “ask if we have the calculation that they can buy from us at a higher price than what we’re buying from.”
