Anthropic 于 6 月提出该安排，Meta 仍在评估中。 若达成，将为 Meta 开辟新收入来源，而 Anthropic 因 Claude Code 需求激增急需额外算力，此前已与 SpaceXAI 签署 450 亿美元协议。
据报道，Meta 正在与 Anthropic 就租用其数据中心的计算能力进行谈判。据《纽约时报》称，这笔交易在两年内的价值可能高达 100 亿美元：https://www.nytimes.com/2026/07/17/technology/meta-anthropic-computing-deal.html。Anthropic 在 6 月提出了这一安排。Meta 仍在审查中，任何一方都可能退出。对 Meta 来说，这将开辟一条新的收入来源。首席执行官马克·扎克伯格已经告诉投资者，如果公司自身的 AI 需求跟不上，他可以出售多余的计算能力。
Meta 计划今年投入最多 1450 亿美元，主要用于 AI。公司还在通过诸如“Meta One”的付费 AI 订阅：https://the-decoder.com/meta-one-zuckerberg-finally-puts-a-price-tag-on-all-that-ai-spending/ 建立新的收入来源，甚至投资于基于空间的太阳能发电：https://the-decoder.com/meta-wants-to-power-ai-data-centers-with-solar-energy-from-space/ 为其数据中心供电。Anthropic 需要额外的计算能力，因为 Claude Code 的需求激增。该公司已经与 SpaceXAI 签署了一份 450 亿美元的协议：https://the-decoder.com/how-anthropics-80x-growth-blew-past-its-own-infrastructure-and-straight-into-musks-data-center/。长期来看，Anthropic 希望建设自己的数据中心：https://the-decoder.com/anthropic-recruits-ex-google-data-center-veterans-to-build-its-own-ai-infrastructure-empire/，并已经聘请前谷歌高管领导这一工作。
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Meta is reportedly in talks with Anthropic to rent out compute capacity from its data centers. The deal could be worth up to $10 billion over two years, according to the New York Times：https://www.nytimes.com/2026/07/17/technology/meta-anthropic-computing-deal.html. Anthropic pitched the arrangement in June. Meta is still reviewing it, and either side could walk away. For Meta, this would open a new revenue stream. CEO Mark Zuckerberg had already told investors he could sell excess capacity if the company's own AI demand didn't keep pace.
Meta plans to spend up to $145 billion this year, mostly on AI. The company is also building out new revenue sources with paid AI subscriptions like "Meta One"：https://the-decoder.com/meta-one-zuckerberg-finally-puts-a-price-tag-on-all-that-ai-spending/ and even investing in space-based solar power：https://the-decoder.com/meta-wants-to-power-ai-data-centers-with-solar-energy-from-space/ for its data centers. Anthropic needs the extra capacity because demand for Claude Code has surged. The company already signed a $45 billion deal with SpaceXAI：https://the-decoder.com/how-anthropics-80x-growth-blew-past-its-own-infrastructure-and-straight-into-musks-data-center/. Long term, though, Anthropic wants to build its own data centers：https://the-decoder.com/anthropic-recruits-ex-google-data-center-veterans-to-build-its-own-ai-infrastructure-empire/ and has hired former Google executives to lead that effort.
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