Meta Platforms Inc. 正在进行初步讨论,计划将其资料中心的运算能力出租给 Anthropic PBC。这笔潜在交易的价值可能高达两年 100 亿美元,为这家社群媒体巨头利用其在人工智慧基础设施的庞大投资建立新业务提供了绝佳机会。
Meta 一直在制定云端运算业务的相关计划,包含出租运算能力给其他公司,以及销售托管在其基础设施上的 AI 模型存取权。执行长祖克柏表示,尽管目前 Meta 将所有运算能力用于内部专案,但外部报价的高额利润让他们开始考虑出租的可能性。
另一方面,Anthropic 积极向其他科技公司确保运算资源。该公司在五月宣布与马斯克的 SpaceX 达成未来三年近 450 亿美元的运算能力交易,同月也与云端服务供应商 Akamai Technologies 签署了 18 亿美元的运算合约。
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.