扎克伯格计划出售过剩AI算力，首个大客户或为Anthropic

Meta is reportedly in talks with Anthropic to rent out compute capacity from its data centers. The deal could be worth up to $10 billion over two years, according to the New York Times . Anthropic pitched the arrangement in June. Meta is still reviewing it, and either side could walk away. For Meta, this would open a new revenue stream. CEO Mark Zuckerberg had already told investors he could sell excess capacity if the company's own AI demand didn't keep pace. Meta plans to spend up to $145 billion this year, mostly on AI. The company is also building out new revenue sources with paid AI subscriptions like "Meta One" and even investing in space-based solar power for its data centers. Anthropic needs the extra capacity because demand for Claude Code has surged. The company already signed a $45 billion deal with SpaceXAI . Long term, though, Anthropic wants to build its own data centers and has hired former Google executives to lead that effort. Subscribe to THE DECODER for ad-free reading, a weekly AI newsletter, our exclusive "AI Radar" frontier report six times a year, full archive access, and access to our comment section.