The bubble is slowly bursting.

The bubble is slowly bursting. SpaceX and Meta have overcapacity and not getting revenue in return for it. Who wants to use their crappy models anyways? Everyone wants to use Claude on the other hand, not even OpenAI so much hence their delayed IPO

Meta Platforms in Advanced Talks for Landmark Compute Lease with Anthropic, Deal Potentially Valued Up to $10 Billion

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Everyone wants to use Claude on the other hand, not even OpenAI so much hence their delayed IPO</p></body></html>","htmlText":"<html><head></head><body><p>The bubble is slowly bursting. SpaceX and Meta have overcapacity and not getting revenue in return for it. Who wants to use their crappy models anyways? Everyone wants to use Claude on the other hand, not even OpenAI so much hence their delayed IPO</p></body></html>","text":"The bubble is slowly bursting. SpaceX and Meta have overcapacity and not getting revenue in return for it. Who wants to use their crappy models anyways? Everyone wants to use Claude on the other hand, not even OpenAI so much hence their delayed IPO","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/587280027595672","repostId":1163704177,"repostType":2,"repost":{"id":"1163704177","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1784329471,"share":"https://ttm.financial/m/news/1163704177?lang=en_US&edition=fundamental","pubTime":"2026-07-18 07:04","market":"us","language":"en","title":"Meta Platforms in Advanced Talks for Landmark Compute Lease with Anthropic, Deal Potentially Valued Up to $10 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1163704177","media":"Deep News","summary":"According to a report, Meta Platforms, Inc. is in preliminary negotiations with Anthropic PBC to lease computing capacity from its data centers to the AI firm. Should the agreement be finalized, the...","content":"<html><head></head><body><p>According to a report, <b>Meta Platforms, Inc.</b> is in preliminary negotiations with Anthropic PBC to lease computing capacity from its data centers to the AI firm. Should the agreement be finalized, the two-year contract could be valued at up to $10 billion.<br/><br/>\nAs noted in previous coverage, <b>Meta Platforms, Inc.</b> has been discussing the establishment of a new cloud computing business, potentially selling its surplus AI computing power directly to external clients. Furthermore, the company is considering selling access to AI models deployed on its own infrastructure, a business model similar to Amazon Web Services&#39; (AWS) Bedrock service.<br/><br/>\n<b>Meta Platforms, Inc.</b> CEO Mark Zuckerberg stated in a prior interview that the company currently uses almost all of its computing capacity for internal projects. However, the high market demand and pricing for such capacity is prompting a reconsideration of leasing a portion externally.<br/><br/>\nConcurrently, Anthropic has been actively procuring external computing resources. In May of this year, the company announced a deal with SpaceX, committing to pay nearly $45 billion over the next three years to access computing power at several of SpaceX&#39;s data centers. In the same month, Anthropic also signed an $1.8 billion compute capacity agreement with cloud services provider Akamai.<br/><br/>\n<b>Agreement Structure: Flexible Terms Over Two Years</b><br/><br/>\nThe potential terms of the deal indicate both parties are building in flexibility for uncertainty. With monthly payments and the option for early termination, the $10 billion figure represents a theoretical maximum, with the actual financial commitment likely being significantly lower.<br/><br/>\nThe transaction structure resembles the agreement Anthropic signed with SpaceX in May—a three-year deal valued at $45 billion. The emergence of two such massive potential lease deals in a short timeframe points to the same underlying trend: leading AI model companies are experiencing explosive growth in their demand for computing power procurement.<br/><br/>\nFor <b>Meta Platforms, Inc.</b>, the low-barrier terms reduce negotiation friction for securing a first major client. For Anthropic, it functions like an option in the compute market—securing access to resources while retaining the flexibility to adjust its position as needed.<br/><br/>\nFollowing the initial report, shares of <b>Meta Platforms, Inc.</b> initially fell nearly 6% intraday before paring losses significantly, ultimately closing down 2.8%.<br/><br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms in Advanced Talks for Landmark Compute Lease with Anthropic, Deal Potentially Valued Up to $10 Billion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms in Advanced Talks for Landmark Compute Lease with Anthropic, Deal Potentially Valued Up to $10 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-07-18 07:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>According to a report, <b>Meta Platforms, Inc.</b> is in preliminary negotiations with Anthropic PBC to lease computing capacity from its data centers to the AI firm. Should the agreement be finalized, the two-year contract could be valued at up to $10 billion.<br/><br/>\nAs noted in previous coverage, <b>Meta Platforms, Inc.</b> has been discussing the establishment of a new cloud computing business, potentially selling its surplus AI computing power directly to external clients. Furthermore, the company is considering selling access to AI models deployed on its own infrastructure, a business model similar to Amazon Web Services&#39; (AWS) Bedrock service.<br/><br/>\n<b>Meta Platforms, Inc.</b> CEO Mark Zuckerberg stated in a prior interview that the company currently uses almost all of its computing capacity for internal projects. However, the high market demand and pricing for such capacity is prompting a reconsideration of leasing a portion externally.<br/><br/>\nConcurrently, Anthropic has been actively procuring external computing resources. In May of this year, the company announced a deal with SpaceX, committing to pay nearly $45 billion over the next three years to access computing power at several of SpaceX&#39;s data centers. In the same month, Anthropic also signed an $1.8 billion compute capacity agreement with cloud services provider Akamai.<br/><br/>\n<b>Agreement Structure: Flexible Terms Over Two Years</b><br/><br/>\nThe potential terms of the deal indicate both parties are building in flexibility for uncertainty. With monthly payments and the option for early termination, the $10 billion figure represents a theoretical maximum, with the actual financial commitment likely being significantly lower.<br/><br/>\nThe transaction structure resembles the agreement Anthropic signed with SpaceX in May—a three-year deal valued at $45 billion. The emergence of two such massive potential lease deals in a short timeframe points to the same underlying trend: leading AI model companies are experiencing explosive growth in their demand for computing power procurement.<br/><br/>\nFor <b>Meta Platforms, Inc.</b>, the low-barrier terms reduce negotiation friction for securing a first major client. For Anthropic, it functions like an option in the compute market—securing access to resources while retaining the flexibility to adjust its position as needed.<br/><br/>\nFollowing the initial report, shares of <b>Meta Platforms, Inc.</b> initially fell nearly 6% intraday before paring losses significantly, ultimately closing down 2.8%.<br/><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BULZ":"MicroSectors FANG & Innovation 3X Leveraged ETN","META":"Meta Platforms, Inc.","MAGY":"Roundhill Magnificent Seven Covered Call ETF","YMAG":"YieldMax Magnificent 7 Fund of Option Income ETF","SOCL":"社交媒体ETF-Global X"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163704177","content_text":"According to a report, Meta Platforms, Inc. is in preliminary negotiations with Anthropic PBC to lease computing capacity from its data centers to the AI firm. Should the agreement be finalized, the two-year contract could be valued at up to $10 billion.\nAs noted in previous coverage, Meta Platforms, Inc. has been discussing the establishment of a new cloud computing business, potentially selling its surplus AI computing power directly to external clients. Furthermore, the company is considering selling access to AI models deployed on its own infrastructure, a business model similar to Amazon Web Services' (AWS) Bedrock service.\nMeta Platforms, Inc. CEO Mark Zuckerberg stated in a prior interview that the company currently uses almost all of its computing capacity for internal projects. However, the high market demand and pricing for such capacity is prompting a reconsideration of leasing a portion externally.\nConcurrently, Anthropic has been actively procuring external computing resources. In May of this year, the company announced a deal with SpaceX, committing to pay nearly $45 billion over the next three years to access computing power at several of SpaceX's data centers. In the same month, Anthropic also signed an $1.8 billion compute capacity agreement with cloud services provider Akamai.\nAgreement Structure: Flexible Terms Over Two Years\nThe potential terms of the deal indicate both parties are building in flexibility for uncertainty. With monthly payments and the option for early termination, the $10 billion figure represents a theoretical maximum, with the actual financial commitment likely being significantly lower.\nThe transaction structure resembles the agreement Anthropic signed with SpaceX in May—a three-year deal valued at $45 billion. The emergence of two such massive potential lease deals in a short timeframe points to the same underlying trend: leading AI model companies are experiencing explosive growth in their demand for computing power procurement.\nFor Meta Platforms, Inc., the low-barrier terms reduce negotiation friction for securing a first major client. For Anthropic, it functions like an option in the compute market—securing access to resources while retaining the flexibility to adjust its position as needed.\nFollowing the initial report, shares of Meta Platforms, Inc. initially fell nearly 6% intraday before paring losses significantly, ultimately closing down 2.8%.","news_type":1,"symbols_score_info":{"YMAG":1,"META":1,"BULZ":1,"MAGY":1,"SOCL":1}},"isVote":1,"tweetType":1,"viewCount":119,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":205,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/587280027595672"}