

Meta is in early discussions to lease computing capacity from its data centers to Anthropic, with potential value of up to ~$10B over two years, per the NYT. The deal highlights growing AI monetization of Meta’s infrastructure and could be a meaningful incremental revenue lever, though details and timing remain uncertain.
Meta is in early discussions to lease computing capacity from its data centers to Anthropic, with potential value of up to ~$10B over two years, per the NYT. The deal highlights growing AI monetization of Meta’s infrastructure and could be a meaningful incremental revenue lever, though details and timing remain uncertain.
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