Meta Plans to Lease Computing Power to Anthropic: Shares Surge Back to $650, Cloud Computing Commercialization Layout Sees Substantial Progress

TradingKey - Meta Platforms ( META) has made material progress in its cloud computing commercialization layout. According to media reports, Meta is in early-stage talks with leading AI company Anthropic to lease computing power resources from its own data centers, under a two-year partnership agreement that could be valued at up to $10 billion. If finalized, the deal will be a landmark transaction marking the transition of Meta's computing power assets from purely internal use to external commercialization.

Spurred by the news, Meta's stock price narrowed its losses from a drop of over 5% in early trading to under 2%. As of press time, it was down 2.06% at $650.82.

Source: TradingView

Just days earlier, Bloomberg reported that Meta is building its own cloud computing infrastructure, positioning external computing power leasing as a core focus.

According to sources, the partnership proposal was first initiated by Anthropic in June, and Meta is currently evaluating it. While transaction details are still being adjusted, the proposal states that Anthropic would pay Meta in monthly installments over two years, and both companies would have the right to terminate the agreement early.

Recent public comments by Meta CEO Mark Zuckerberg also sent a clear signal: although computing power is still prioritized for internal AI R&D, the premium on market prices for external computing power is extremely high, and the returns on some external leasing plans have already surpassed the input-output ratio of internal projects, demonstrating clear commercial viability.

Notably, the scale of the computing power procurement proposed by Anthropic to Meta this time is only one-third of the size of the contract it signed in May with Elon Musk's SpaceX.