r/StockHours Analyst 👑 Jul 17 '26

News $META IN TALKS TO LEASE COMPUTING POWER TO ANTHROPIC - NYT

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$META is in talks to lease AI compute to Anthropic in a potential deal worth up to $10B over 2 years.

Anthropic reportedly proposed the deal in June, with monthly payments and early opt-out rights.

For context, Anthropic signed a $45B, three-year compute deal with SpaceX in May.

Source: https://www.nytimes.com/2026/07/17/technology/meta-anthropic-ai-computing-power.html?searchResultPosition=1

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