- Meta reportedly was in active talks this summer to lease roughly $10 billion of AI compute capacity to Anthropic.
- The deal would sit within Meta Compute, an initiative to monetize excess data center power, led by infrastructure head Santosh Janardhan, Meta Superintelligence Labs leader Daniel Gross, and company president Dina Powell McCormick.
- Meta is building hyperscale capacity for expected AI demand in 2028 and beyond, since data centers take years to build while AI demand arrives in bursts.
- Temporary excess capacity can be sold as inventory that generates revenue rather than sitting idle as a cost.
- Ultimate utilization of the GPUs involved is not yet known.
Quotes
“Any temporary excess capacity becomes inventory that can generate revenue instead of remaining an idle cost.”