Bloomberg Surveillance · Monday, July 20, 2026
Meta is reportedly considering leasing out computing power from its data centers, potentially to companies like Anthropic. This move could help subsidize their infrastructure costs as they await the full adoption of their AI products.
“Just on Friday into the weekend, we have the New York Times leading reporting that they're looking potentially to least computing power from its data centers to the likes of Anthropic.”
“With that said, if you're meta, we've been a little bit delayed in terms of their personal superintelligence or meta super intelligence strategy. And so if in fact they do have these eight gigawats of power, maybe going to fourteen over the next year or so, and they have extra power available, I think they're looking around and seeing, well, maybe we can actually get some dollars back or subsidize some of the costs that we're doing with our capacity and compute that we've built out.”