Meta Platforms is reported to be in very early discussions with Anthropic about leasing computing power from Meta’s AI data centers. Multiple outlets cite a New York Times report that the potential arrangement could be worth as much as $10 billion over two years, with payments structured in monthly increments. The talks are described as preliminary, and neither Meta nor Anthropic has confirmed that a deal will be reached. The reporting also links the discussions to Anthropic’s earlier efforts to secure AI compute amid a broader industry strain on Nvidia chips, which can affect access to advanced model usage. One source says Anthropic proposed such a compute arrangement in June. The prospective deal would also fit with Meta’s efforts to monetize infrastructure investment by selling or leasing excess capacity, potentially creating a business that resembles cloud computing and places Meta alongside other major providers. Several reports frame the move as part of a wider trend of AI companies seeking capacity through arrangements with infrastructure owners, including prior compute leasing by Elon Musk’s SpaceX to Anthropic.