Shares of the social media giant climbed off their lows of the day Friday following a report from the New York Times<\/a> that a potential deal was being discussed worth about $10 billion.<\/p>\n Meta declined to comment. <\/p>\n The talks come weeks after Anthropic announced a similar deal with Elon Musk’s SpaceX<\/a> to use the computing capacity at its Colossus 1 data center<\/a> to improve capacity for paid subscribers. <\/p>\n The deal talks are a sign that Anthropic, one of the leading AI labs, continues to make big commitments with other companies to gain access to AI chips made by Nvidia<\/a>. <\/p>\n Access to enough AI chips remains a challenge for firms like Anthropic, which places usage limits on its most advanced models like Fable. <\/p>\n The talks also come after Meta CEO Mark Zuckerberg<\/a> said in May that the social media company was considering entering the cloud computing<\/a> business, in an effort to show investors that the firm can make money from AI investments beyond improvements to its current business. <\/p>\n Meta could spend as much as $145 billion on capital expenditures, including for AI infrastructure, in 2026. <\/p>\n Dave Brown<\/a>, a former longtime senior executive at Amazon<\/a> Web Services, is set to join Meta, CNBC has confirmed.<\/p>\n Last October, Zuckerberg said that companies are regularly “asking if we have compute that they could buy from us at some premium to what we’ve bought it at.”<\/p>\n
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