Meta and Anthropic in talks for up to $10bn data centre deal

Meta is negotiating a multi-year data centre deal with Anthropic worth up to $10bn. Anthropic would lease capacity directly from Meta's own facilities for model training and inference. If closed, Anthropic would become Meta's largest external data centre customer to date, giving Meta a clearer path to monetise its AI infrastructure spending. The talks are ongoing; final terms, rack scale, and delivery timelines are not disclosed.

Why it matters: FT exclusive: Meta and Anthropic are in talks for a data center lease deal worth up to $10bn. Anthropic would use Meta's compute to train and run models, becoming Meta's largest external data center client. All three HKR axes hit: Meta supplying compute to a rival is inherentl...