# Meta in Talks to Lease $10 Billion Worth of Computing Power to Anthropic Potential deal highlights computing power scarcity in AI development. - **Source:** [NYT > Technology](https://brifing.si/source/decc78ce-c15d-4060-967b-334c94229615) - **Published:** 2026-07-17 - **Topic:** [Business](https://brifing.si/c/business) - **Original article:** - **On Brifing:** https://brifing.si/s/7db9fdbc-d97e-4b95-abd9-d3dc3fc78077 ## Computing Power Scarcity Access to high-performance computing resources for AI projects is becoming increasingly difficult. This creates new opportunities for major tech companies to monetize their existing infrastructure. ## Meta's New Business Model Meta plans to create a new revenue stream by leasing its massive data center infrastructure. This move could reduce the company's reliance on advertising revenues. ## Anthropic's Growth Strategy OpenAI's main competitor Anthropic needs more computing power to develop its AI models. A deal with Meta could significantly accelerate the company's growth. ## Industry Competition Dynamics Such collaborations in cloud computing and AI are reshaping competition among tech giants. A model similar to Microsoft's partnership with OpenAI might emerge. ## Investor Expectations The potential $10 billion deal demonstrates the size of the AI infrastructure market. Investors are closely watching the future of such business models. ## The Future of the Industry Computing power sharing models could lower AI development costs, enabling more companies to enter the field. This might mark the beginning of a new era in the tech ecosystem. ## Sources covering this story - https://www.nytimes.com/2026/07/17/technology/meta-anthropic-ai-computing-power.html — --- _Summary written by Brifing from the original reporting. Copyright in the original article belongs to its publisher; read the full piece at the link above._