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Anthropic in talks to lease $10 billion of compute from Meta over two years
- Anthropic in talks to lease $10 billion of compute from Meta over two years, the New York Times reported on Friday, citing three people familiar with the discussions.
- The sources said the discussions are in early stages and may not result in a deal.
- SemiAnalysis already hinted at these discussions last month.
- Meta shares pared losses to -2.5% from -5.7% following the report, despite a broader selloff driven by continued profit-taking in chip stocks and the release of the new more powerful Kimi K3 model.
https://www.nytimes.com/2026/07/17/technology/meta-anthropic-ai-computing-power.html