Meta 与 Anthropic 洽谈高达 100 亿美元算力租赁协议

Zuckerberg's plan to sell excess AI compute could finds its first big customer in Anthropic

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Meta 正与 Anthropic 谈判，计划出租其数据中心的算力容量，该交易两年内价值可能高达 100 亿美元。Anthropic 于 6 月提出该安排，Meta 仍在评估中。若达成，将为 Meta 开辟新收入来源，而 Anthropic 因 Claude Code 需求激增急需额外算力，此前已与 SpaceXAI 签署 450 亿美元协议。

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Meta is reportedly in talks with Anthropic to rent out compute capacity from its data centers. The deal could be worth up to $10 billion over two years, according to the New York Times. Anthropic pitched the arrangement in June. Meta is still reviewing it, and either side could walk away. For Meta, this would open a new revenue stream. CEO Mark Zuckerberg had already told investors he could sell excess capacity if the company's own AI demand didn't keep pace.

Meta plans to spend up to $145 billion this year, mostly on AI. The company is also building out new revenue sources with paid AI subscriptions like "Meta One" and even investing in space-based solar power for its data centers. Anthropic needs the extra capacity because demand for Claude Code has surged. The company already signed a $45 billion deal with SpaceXAI. Long term, though, Anthropic wants to build its own data centers and has hired former Google executives to lead that effort.