Wire · operational-macro
Meta in Talks to Lease Data Center Capacity to Anthropic, Deal May Reach USD 10 Billion
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Fusion42 · 19 July 2026 · Fusion42 review
Meta is in early-stage talks to lease up to USD 10 billion in data centre computing capacity to Anthropic over two years, potentially opening a new cloud business for Meta competing with Amazon, Microsoft and Google.
This Wire brief sits within Fusion42's coverage of AI Infrastructure and Cloud Infrastructure, and 2 sources have reported it.
◆ ◆ The Wire takeaway
If this closes, Meta has just turned a USD 125-145 billion capex bet into a revenue-generating asset class, and cloud compute pricing just got a new competitor willing to undercut AWS and Azure. Your AI startup's running costs just became negotiable.
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2 sources · 19 Jul 2026
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