Meta is reportedly in early-stage talks with Anthropic about leasing space in its data centres, according to the New York Times, in a deal that could be worth up to $10 billion over two years. The arrangement would give Meta an entirely new line of business supplying computing power to other firms, alongside its core advertising revenue, and follows earlier Bloomberg reporting that the company was exploring a move into cloud services.

Meta chief executive Mark Zuckerberg has previously acknowledged fielding requests to sell data centre capacity "almost every week", calling it "an option" for the future. The company expects to spend between $125 billion and $145 billion on data centres in 2026, and leasing some of that capacity to Anthropic, despite the two being AI rivals, could help offset the cost. Anthropic has struck a similar arrangement before, agreeing a reported $45 billion, three-year deal with SpaceXAI ahead of its recent IPO, after which it raised rate limits for Claude Code subscribers.