Serenity@aleabitoredditPost2026-07-17

Meta is in talks to lease compute to Anthropic in a $10B deal, referencing the profitable

Meta is in talks to lease compute to Anthropic in a $10B deal, referencing the profitable $45B compute deal for SPCX, and stating this validates Neocloud business models like NBIS and IREN.

“$META in talks to lease compute to Anthropic in a $10B dollar deal. Seems like they saw how profitable $SPCX $45B compute deal was. But just goes to validate Neocloud business models like $NBIS, $IREN, and co if hyperscalers are copying their homework. Source: NYT https://t.co/3Mu3UXQtFT”