Mark Zuckerberg's Meta Is in Early Talks to Lease $10 Billion of AI Compute to Anthropic, a Potential New Revenue Stream That Could Justify Its Massive AI Spending

Meta Platforms is in early talks with Anthropic to lease $10 billion of AI computing capacity over two years, potentially launching a cloud computing business. This deal could justify Meta's massive AI spending and serve as the first of many similar partnerships, turning cloud computing into a meaningful growth driver as AI infrastructure spending expands.