Anthropic is holding preliminary discussions with Meta regarding the potential lease of computing power, according to a person familiar with the matter.
The talks are in very early stages and do not guarantee a deal, but they highlight the intensifying competition for high-performance AI infrastructure among leading model developers.
Shares of Meta climbed off their daily lows following the report, reflecting investor interest in the monetization potential of the social media giant's vast data center footprint.
The market reaction underscores the growing strategic value of idle or underutilized compute capacity in the current AI build-out cycle.
This development coincides with Anthropic's broader efforts to prepare for a potential initial public offering.
The company is currently scheduling meetings with prospective investors, with bankers working to advance plans for a debut as soon as October.