--- title: "Meta is in talks with Anthropic for a $10 billion computing power collaboration, giving rise to a new model for monetizing AI infrastructure" type: "News" locale: "en" url: "https://longbridge.com/en/news/293114876.md" description: "Meta is in talks with Anthropic for a $10 billion computing power leasing partnership aimed at accelerating its entry into the cloud computing market and monetizing AI infrastructure. This move marks the launch of the \"Meta Compute\" program, which aims to convert excess computing power into a revenue source to demonstrate the return on its massive AI capital expenditures. Although negotiations are in the early stages and neither party has officially confirmed, the news has already impacted Meta's stock price" datetime: "2026-07-19T06:53:35.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293114876.md) - [en](https://longbridge.com/en/news/293114876.md) - [zh-HK](https://longbridge.com/zh-HK/news/293114876.md) --- # Meta is in talks with Anthropic for a $10 billion computing power collaboration, giving rise to a new model for monetizing AI infrastructure Meta is in deep negotiations with the artificial intelligence (AI) startup Anthropic to reach a computing power leasing cooperation agreement worth up to $10 billion over the next two years. This move indicates that Meta is accelerating its entry into the cloud computing and computing power leasing market, while the core competition in the international AI field is shifting from single model development to infrastructure monetization. According to informed sources, this cooperation was first proposed by Anthropic in June of this year, and Meta is currently evaluating it. According to preliminary plans, Anthropic will pay Meta monthly leasing fees in installments over two years. Although both companies have declined to comment officially on this matter and the negotiations are still in the early stages, several media outlets, including Fox Business, have independently confirmed this contact. Following this news, Meta's stock price fell by as much as 6% during the trading day, before recovering some losses, ultimately closing down about 2%. Analysts point out that these negotiations mark the official launch of Meta's cloud computing business expansion plan, codenamed "Meta Compute." Meta CEO Mark Zuckerberg has previously stated that the company is considering converting excess computing resources into new revenue sources to demonstrate to investors that its large-scale AI capital expenditures can generate substantial returns beyond advertising. Financial reports and public data indicate that Meta's capital expenditures are expected to reach a record $14.5 billion in 2026, doubling from last year's $7.2 billion, with funds primarily allocated for purchasing AI hardware and building data centers. Additionally, the company reallocated billions of dollars in budget to AI infrastructure while laying off 8,000 employees in May this year and brought in former senior executives from Amazon Web Services (AWS), further highlighting its determination to transform. For Anthropic, which is in a rapid expansion phase and plans to conduct its initial public offering (IPO) in October this year, ensuring a stable supply of computing power has become key to its commercialization. In May of this year, Anthropic signed a three-year computing power contract worth $4.5 billion with SpaceX to access computing power from its large data center located in Tennessee. Industry experts believe that Anthropic is attempting to reduce its reliance on a single partner by establishing a distributed infrastructure network with multiple hardware suppliers, thereby showcasing a more resilient supply chain structure to the market before its IPO roadshow. Market analysis reiterates that this potential deal highlights the structural transformation of the global AI industry chain. Meta's Llama large model and Anthropic's Claude large model are in direct competition, but the extreme scarcity of computing power has blurred the competitive boundaries between tech giants at the infrastructure level. This business model of "building a foundation and leasing excess computing power to competitors" is similar to the path early Amazon took through AWS As the computing power layer gradually develops into an independently profitable industry, the factors determining the return on investment in AI in the future will increasingly depend on the monetization efficiency of the infrastructure ### Related Stocks - [META.US](https://longbridge.com/en/quote/META.US.md) - [METW.US](https://longbridge.com/en/quote/METW.US.md) - [METD.US](https://longbridge.com/en/quote/METD.US.md) - [FBL.US](https://longbridge.com/en/quote/FBL.US.md) - [METU.US](https://longbridge.com/en/quote/METU.US.md) - [ANTH.NA](https://longbridge.com/en/quote/ANTH.NA.md) - [FBY.US](https://longbridge.com/en/quote/FBY.US.md) - [FBYY.US](https://longbridge.com/en/quote/FBYY.US.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md) ## Related News & Research - [Meta Platforms Looks Set to Abandon a $174 Billion Investment to Fuel Its AI Ambitions](https://longbridge.com/en/news/293193100.md) - [AMG National Trust Bank Purchases 1,325 Shares of Meta Platforms, Inc. $META](https://longbridge.com/en/news/293174631.md) - [Why I won’t stop buying Meta before September](https://longbridge.com/en/news/292805415.md) - [Kestra Advisory Services LLC Raises Stake in Meta Platforms, Inc. $META](https://longbridge.com/en/news/292736796.md) - [AMF Tjanstepension AB Boosts Position in Meta Platforms, Inc. $META](https://longbridge.com/en/news/293115065.md)