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Meta's AI Spending Surplus Finds a Use: Anthropic May Lease $10 Billion in Compute Power
Mint·Monday, 20 July 2026
Meta is in talks to lease its excess AI computing infrastructure to Anthropic in a deal that could be worth $10 billion, according to a report. What was seen as an over-investment in AI hardware could now become a significant revenue stream for Meta.
Why It Matters
This deal signals how the AI infrastructure race is evolving — companies that built too much compute are now finding ways to monetise it, reshaping the economics of the entire AI industry.
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