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the decoder · July 17, 2026

Meta builds $145B AI empire — to rent servers to Anthropic

meta is in talks to sell up to $10b of compute to anthropic. this move would offset meta's massive infrastructure spend and create a new revenue stream outside advertising.

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meta is in talks to provide anthropic with compute capacity in a deal worth up to $10 billion over two years. this aligns with ceo mark zuckerberg's strategy to monetize excess capacity if internal ai demand does not meet supply. meta plans to spend $145 billion on ai this year and is exploring revenue avenues like paid subscriptions and energy investments. anthropic requires immediate capacity to support the rapid growth of claude code, despite recently securing cloud commitments from spacexai. the startup is simultaneously building its own data centers under former google executives.

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