Mark Zuckerberg's Meta 'copies' Elon Musk's AI plan, makes offer to Anthropic CEO
Meta is reportedly in early discussions to lease its data center computing power to AI lab Anthropic in a deal potentially worth $10 billion. This move mirrors a similar strategy employed by Elon Musk's SpaceX and aims to monetize Meta's massive infrastructure investments.
Why it matters
It signals a shift in the AI industry where major tech firms are becoming infrastructure providers, potentially offsetting the massive capital expenditures required for AI development.
Meta is in early talks to lease computing power to Anthropic in a deal that could be worth as much as $10 billion over two years, according to a New York Times report. If it closes, it would hand Mark Zuckerberg a brand-new line of business and pull Dario Amodei's AI lab deeper into a scramble for compute that shows no sign of easing.The move borrows straight from Elon Musk's playbook. Musk turned SpaceX's Colossus data centers into a rental business earlier this year, and Anthropic became its anchor tenant. Now Zuckerberg wants a slice of the same action, using the very data centers his investors keep grumbling about.Anthropic pitched the idea first, in JuneThe NYT reports that Anthropic proposed the deal in June, and Meta is weighing it. Anthropic would pay in monthly instalments across two years, with either side free to opt out early.
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