Platform WatchJuly 17, 2026via Financial Times Technology
Meta and Anthropic in talks for up to $10bn data centre deal
Why it matters
Meta's massive capex pivot signals a strategic shift from social platforms to AI infrastructure ownership. A partnership with Anthropic — a leading frontier lab — suggests Meta is building not just for internal models, but potentially as a cloud service competitor, directly challenging AWS and Azure's dominance in AI workloads.
Key signals
- Meta considering $10B data centre deal with Anthropic
- Meta's total infrastructure spend: $145B
- Deal signals Meta's potential entry into AI cloud business
- Partnership between social media giant and frontier AI lab
- Positions Meta as infrastructure provider, not just consumer
The hook
$145B. That's Meta's infrastructure bet — and a $10B data centre deal with Anthropic could reshape who controls AI compute.
Social media giant is considering launching a cloud business as it spends $145bn on infrastructure