AI startup Anthropic is in discussions with Meta regarding a computing resource lease agreement worth up to $10 billion.
According to Reuters on July 17, Anthropic proposed leasing computing resources from Meta's data centers for a period of two years, potentially totaling $10 billion.
Computing resources refer to the processing power of data centers necessary for training and servicing AI models. Meta is currently reviewing the proposal, and negotiations are still in the early stages. Payments would be made monthly, and both parties have included conditions that allow for early termination of the contract.
To secure the computing power needed for expanding its AI services, Anthropic has been increasing its use of external data centers. In May, it signed a contract with SpaceX to utilize the 'Colossus1' data center in Memphis, Tennessee. This month, it also entered into a long-term data center lease agreement with Terawulf.
This negotiation presents an opportunity for Meta to secure a new revenue stream. The company is investing heavily in building AI data centers and is considering selling excess computing capacity to external companies.
Mark Zuckerberg, CEO of Meta, mentioned the possibility of entering the cloud business during a shareholder meeting in May. He noted that external companies have been reaching out almost weekly to utilize Meta's AI models and computing resources. However, he explained that they are not currently pursuing external sales as they have internal needs.
Meta is expected to invest up to $145 billion in AI-related facilities this year. If the contract with Anthropic is finalized, Anthropic will secure additional computing power, while Meta will enhance the utilization of its data centers built with significant investments.
* This article has been translated by AI.
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