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Meta Platforms Inc. 正在進行初步討論,計畫將其資料中心的運算能力出租給 Anthropic PBC。這筆潛在交易的價值可能高達兩年 100 億美元,為這家社群媒體巨頭利用其在人工智慧基礎設施的龐大投資建立新業務提供了絕佳機會。

Meta 一直在制定雲端運算業務的相關計畫,包含出租運算能力給其他公司,以及銷售託管在其基礎設施上的 AI 模型存取權。執行長祖克柏表示,儘管目前 Meta 將所有運算能力用於內部專案,但外部報價的高額利潤讓他們開始考慮出租的可能性。

另一方面,Anthropic 積極向其他科技公司確保運算資源。該公司在五月宣布與馬斯克的 SpaceX 達成未來三年近 450 億美元的運算能力交易,同月也與雲端服務供應商 Akamai Technologies 簽署了 18 億美元的運算合約。

Meta Platforms Inc. is in early discussions to lease computing power from its data centers to Anthropic PBC. This potential deal, which could be worth up to $10 billion over two years, offers the social media giant an opportunity to build a new business around its heavy investments in AI infrastructure. (Key numbers: 100)

Meta has been developing plans for a cloud computing business, which includes leasing compute capacity to other companies and selling access to AI models hosted on its infrastructure. CEO Mark Zuckerberg mentioned that while all computing capacity is currently used internally, the lucrative offers they receive have prompted consideration of renting it out.

Meanwhile, Anthropic has been aggressively securing computing resources from other tech firms. In May, it announced a nearly $45 billion deal with Elon Musk's SpaceX for computing power over three years, and signed a separate $1.8 billion agreement with cloud services provider Akamai Technologies.

2026-07-19 (Sunday) · e534c873e8212e1342c060a8431b048446a09347