Meta Mulls US$10bn AI Data Center Deal with Anthropic

Meta Evaluates Major Data Center Leasing Agreement with AI Pioneer Anthropic

A New Revenue Stream for the Social Media Giant

Tempatdonasi.com – According to recent reports, Meta Platforms Inc. is actively considering a strategic partnership with Anthropic, a leading artificial intelligence company. The proposed arrangement would involve Meta leasing a significant portion of its data center infrastructure to the AI firm. Should this collaboration materialize, it would mark a pivotal moment for Meta, potentially establishing an entirely new revenue channel beyond its traditional advertising model. Currently, the parent company behind Facebook and Instagram derives the vast majority of its financial returns from digital advertising campaigns.

Referencing coverage from The New York Times, sources indicate that negotiations between the two technology leaders remain in their preliminary phases. Nevertheless, industry analysts project that the potential deal could be valued at approximately ten billion US dollars. When converted using an exchange rate of eighteen thousand rupiah per dollar, this figure translates to roughly one hundred eighty trillion rupiah. The agreement is anticipated to span a two-year timeframe, providing both companies with substantial operational stability.

Expanding Into Cloud Services Territory

This development aligns with broader reports suggesting Meta’s interest in entering the cloud services market. Through such an initiative, Meta would offer computing resources to external enterprises seeking scalable infrastructure solutions. The signals pointing toward this business expansion were notably communicated by Meta’s chief executive officer, Mark Zuckerberg, during the company’s earnings conference call held last year.

“We get requests like this almost every week,” Zuckerberg stated, as reported by Engadget on July 17, 2026.

The executive further emphasized that leasing data center capacity represents a viable option worth considering for Meta’s future strategic direction. This consistent stream of inquiries demonstrates growing market demand for Meta’s computational infrastructure capabilities.

Strategic Benefits for Both Parties

Despite Meta and Anthropic operating as competitors within the artificial intelligence sector, experts believe this collaboration offers mutual advantages. Meta is currently undertaking massive investments to construct AI-focused data centers designed to support the advancement of its proprietary AI models. The company projects expenditures ranging from one hundred twenty-five billion to one hundred forty-five billion US dollars throughout 2026. In rupiah terms, this investment spans approximately two point two five trillion to two point six one trillion rupiah.

By leasing portions of this newly built infrastructure to Anthropic, Meta gains the opportunity to generate additional revenue streams from its substantial capital investments. Conversely, Anthropic requires considerable computing power to train and operate its sophisticated AI models effectively. This symbiotic relationship allows both organizations to optimize their respective resource utilization.

Anthropic’s Growing Infrastructure Commitments

Notably, Anthropic has already demonstrated its willingness to secure long-term infrastructure partnerships. Prior to this Meta discussion, the AI company executed a comparable agreement with SpaceXAI ahead of its initial public offering scheduled for this summer. That partnership was valued at forty-five billion US dollars, equivalent to approximately eight hundred ten trillion rupiah, covering a three-year period.

Following the announcement of its partnership discussions with Meta, Anthropic—which developed the popular Claude Code platform—promptly raised the rate limits for its existing customers. This action suggests confidence in securing additional computing resources to support growing user demand.

The potential Meta-Anthropic deal could reshape how artificial intelligence companies approach infrastructure management. Rather than building entirely independent data center networks, AI firms may increasingly opt for flexible leasing arrangements with established technology giants. This trend could accelerate innovation while reducing capital expenditure burdens for emerging AI players.

As Meta continues to position itself as more than just a social media company, these infrastructure partnerships represent crucial steps toward diversification. The company’s heavy investment in AI capabilities, combined with its willingness to share resources, demonstrates a comprehensive vision for the future of technology services.

Industry observers will be watching closely to see whether these preliminary discussions evolve into a formal agreement. The outcome could set important precedents for how traditional tech companies and AI specialists collaborate in an increasingly competitive landscape.