Anthropic Eyes $10B Meta Data Center Deal

Anthropic is reportedly in early discussions to lease data center capacity from Meta in a deal potentially worth $10 billion over two years. The talks, first floated in June, could fall through, and Anthropic is seeking an early cancellation option similar to its recent SpaceX infrastructure deal. The potential lease, valued at roughly $416 million monthly, would likely involve Nvidia-powered servers rather than Meta's custom MTIA chips. The deal is notable given both companies compete directly in the large language model market, with Meta recently launching a coding-focused LLM priced 75% below Claude.