Meta Eyes $10B Anthropic Deal, Mirrors Musk's AI Strategy

Meta is in early talks to lease computing power to Anthropic. This deal could be worth as much as $10 billion over two years. Here's the thing: This move mirrors Elon Musk's strategy. Musk turned SpaceX's data centers into a rental business earlier this year, with Anthropic as a key client. Now, Meta's Mark Zuckerberg wants to do the same. Anthropic actually proposed this deal in June, and Meta is currently considering it. The company would pay in monthly installments, and either side could opt out early. These talks are still in their early stages. What's interesting is that Meta doesn't currently sell computing power, which has complicated discussions. Meta plans to spend up to $145 billion this year, mostly on AI. Renting out spare capacity could generate revenue while its own AI products catch up. The bottom line: A shortage of Nvidia chips is forcing AI rivals to work together, highlighting how valuable computing power has become.