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Meta in Talks to Lease Computing Power to Anthropic in Potential $10B Deal

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Summary A

Meta may lease up to $10B of compute capacity to Anthropic, shifting cloud costs from capex to opex for AI training. This lets Anthropic scale models faster without owning hardware, but locks them into Meta’s infrastructure—if you’re shipping agents, expect tighter coupling with Meta’s stack and potential supply constraints for competing cloud providers.

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