Anthropic in early talks with Meta to acquire compute power
Anthropic is in preliminary discussions to lease AI computing power from Meta to address its ongoing need for high-end hardware. This move follows similar infrastructure deals and highlights the intense competition for AI chips among leading tech firms.
Why it matters
The deal underscores the massive capital expenditure required for AI development and Meta's potential pivot toward becoming a cloud infrastructure provider.
Anthropic is in very preliminary talks to lease artificial intelligence computing power from Meta , a person familiar with the matter told CNBC's Kate Rooney.
Shares of the social media giant climbed off their lows of the day Friday following a report from the New York Times that a potential deal was being discussed worth about $10 billion.
The talks come weeks after Anthropic announced a similar deal with Elon Musk's SpaceX to use the computing capacity at its Colossus 1 data center to improve capacity for paid subscribers.
The deal talks are a sign that Anthropic, one of the leading AI labs, continues to make big commitments with other companies to gain access to AI chips made by Nvidia .
Access to enough AI chips remains a challenge for firms like Anthropic, which places usage limits on its most advanced models like Fable.
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