---
格式版本: 2
标题: "Meta in talks to rent some of its billions in AI infrastructure to Anthropic | CNN Business"
原文链接: "https://www.cnn.com/2026/07/17/tech/meta-anthropic-ai-cloud-computing"
发布日期: "2026-07-17"
发布时间校准状态: "found"
发布时间来源: "llm:strict_original_body"
发布时间证据: "div class=timestamp__details vossi-timestamp_elevate__details: PUBLISHED Jul 17, 2026, 5:07 PM ET"
发布时间校准原因: "该日期明确标记为文章发布时间（PUBLISHED），位于标题下方/元数据区域，符合文章真实发布时间的判定标准。"
发布时间校准置信度: "100"
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发布时间未找到原因: "候选日期无效或 LLM 未确认"
发布时间校准时间: "2026-07-19T18:16:47+08:00"
发现时间: "2026-07-19T17:45:49+08:00"
入库时间: "2026-07-19T10:19:57.272Z"
来源平台: "Tavily（AgentKey）"
搜索渠道: "tavily_web"
搜索词: "Compute tray"
匹配关键词:
  []
相关厂家:
  - "Meta"
  - "Microsoft"
  - "Google"
  - "NVIDIA"
  - "Broadcom"
  - "OpenAI"
相关专家:
  []
内容类型: "网页"
抓取工具: "AgentKey Scrape"
清洗工具: "AgentKey Markdown + LLM 正文裁剪"
原始附件:
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AI优质: "否"
AI打分: 42
AI分档: "非优质"
AI质检状态: "不通过"
AI打分理由: "文章主要讨论Meta与Anthropic的算力租赁商业谈判，属于泛泛的商业新闻。虽然提及AI基础设施投资，但完全没有涉及超节点、AI Rack、机柜级系统、Compute tray、高速互连、供电散热等核心技术细节或架构信息，技术深度极低…"
AI质检模型: "qwen3.6-plus"
AI质检时间: "2026-07-19T18:19:57+08:00"
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AI新颖性: 12
AI技术细节: 2
AI商业部署信号: 8
AI完整性: 2
图片摘要:
  - "✓ ./assets/img-75ff3758.jpg | photo | Meta CEO Mark Zuckerberg与Anthropic CEO Dario Amodei的拼图，对应双方洽谈AI基础设施租赁事宜。"
  - "✓ ./assets/img-44848f14.jpg | photo | Anthropic CEO Dario Amodei and Meta CEO Mark Zuckerberg."
采集批次: "2026年7月19日17点45分46秒"
采集批次ID: "20260719-174546-694"
去重键: "https://www.cnn.com/2026/07/17/tech/meta-anthropic-ai-cloud-computing"
---

![(L-R): Dario Amodei, CEO and co-founder of Anthropic; Mark Zuckerberg, CEO of Meta Platforms.](./assets/img-44848f14.jpg)

New York —

Meta is in talks with Anthropic about leasing computing capacity to the AI startup. It’s a move that could put the social media giant in competition with Amazon, Microsoft and Google in a new line of business: cloud computing.

The conversation about a potential deal is still early, a source familiar with the matter confirmed to CNN.

The talks were first [reported](https://www.nytimes.com/2026/07/17/technology/meta-anthropic-ai-computing-power.html?smid=nytcore-android-share) by the New York Times, which pegged the deal’s worth at as much as $10 billion over two years, citing three people with knowledge of the discussions. CNN’s source said any specific numbers that have been reported are speculative.

Meta and Anthropic declined to comment on the talks.

Becoming a computing provider could mark a major new revenue opportunity for Meta as it’s been investing heavily in data center infrastructure to support its AI ambitions.

The social media giant plans to spend between $125 billion and $145 billion in capital expenditures this year, largely to support that infrastructure buildout, Meta said in its most recent [earnings report](https://s21.q4cdn.com/399680738/files/doc_financials/2026/q1/META-Q1-2026-Earnings-Call-Transcript.pdf). That could double what it spent the prior year.

[Meta said](https://www.cnn.com/2026/04/23/tech/meta-layoffs-10-percent-staff-ai) in April that it would lay off 10% of its workforce, about 8,000 people, in part to offset the cost of those investments.

Meta CEO Mark Zuckerberg has mentioned the possibility of leasing out some of that infrastructure if his own company’s computing needs didn’t keep pace with the buildout.

“Almost every week there are different companies that come to us from outside asking us … if we have compute that they could buy from us at some premium to what we’ve bought it at,” Zuckerberg said at Meta’s annual shareholder meeting in May. “We haven’t done that yet because we think that we have a use for the compute. But obviously if we get to a point where we feel that we have overbuilt, then that is an option that we have.”

There’s no shortage of demand for computing power as companies large and small race to adopt AI and major AI labs work to improve their models. Anthropic already has multibillion dollar compute licensing deals with [Google](https://www.anthropic.com/news/google-broadcom-partnership-compute), [SpaceX](https://www.axios.com/2026/05/20/anthropic-spacex-compute), [Microsoft](https://www.anthropic.com/news/microsoft-nvidia-anthropic-announce-strategic-partnerships) and [Amazon](https://www.anthropic.com/news/anthropic-amazon-compute).

Meanwhile, investors want Meta to show how its investments will benefit its bottom line, especially as it scrambles to keep pace with AI offerings from companies like Anthropic and OpenAI. Meta shares ([META](https://www.cnn.com/markets/stocks/META)) are down more than 8% from this time last year.

Meta last month released an upgraded version of its Muse Spark AI model that it said could rival the coding capabilities of models from OpenAI, Anthropic and others. For the first time, Meta said it would offer a paid version of the service, yet another sign it’s looking for bigger returns on AI.

![(L-R): Dario Amodei, CEO and co-founder of Anthropic; Mark Zuckerberg, CEO of Meta Platforms.](./assets/img-75ff3758.jpg)