Anthropic 与 Meta 就获取算力展开初步谈判

Anthropic 联合创始人兼首席执行官 Dario Amodei 于 2026 年 2 月 19 日（周四）在印度新德里举行的 AI Impact Summit 上。（图片来源：Prakash Singh | Bloomberg | Getty Images）

知情人士向 CNBC 的 Kate Rooney 透露，Anthropic 正就向 Meta 租赁人工智能算力一事进行非常初步的谈判。

在《纽约时报》报道双方正讨论一笔估值约 100 亿美元的潜在交易后，这家社交媒体巨头的股价周五从日内低点攀升。

Meta 拒绝置评。

此轮谈判之前数周，Anthropic 宣布与 Elon Musk 旗下的 SpaceX 达成了类似协议，将使用其 Colossus 1 数据中心的算力来提升付费用户的服务能力。

这些交易谈判表明，作为领先的 AI 实验室之一，Anthropic 正持续与其他公司签订重大协议，以获取 Nvidia 制造的 AI 芯片。

对于 Anthropic 这样的公司而言，获取足够的 AI 芯片仍是一项挑战，该公司对其最先进的模型（如 Fable）实施了使用限制。

此外，此次谈判展开之际，Meta 首席执行官 Mark Zuckerberg 在今年 5 月曾表示，这家社交媒体公司正在考虑进入云计算业务，力图向投资者证明，该公司能通过 AI 投资在现有业务改进之外实现盈利。

Meta 2026 年的资本支出（包括用于 AI 基础设施的部分）可能高达 1450 亿美元。

CNBC 已证实，Amazon Web Services 的资深前高管 Dave Brown 将加入 Meta。

去年 10 月，Zuckerberg 曾表示，经常有公司“询问我们是否有算力可以卖给他们，价格可以比我们的采购价高出一定幅度。”

Dario Amodei, co-founder and chief executive officer of Anthropic, at the AI Impact Summit in New Delhi, India, on Thursday, Feb. 19, 2026.

Prakash Singh | Bloomberg | Getty Images

Anthropic is in very preliminary talks to lease artificial intelligence computing power from Meta, a person familiar with the matter told CNBC's Kate Rooney.

Shares of the social media giant climbed off their lows of the day Friday following a report from the New York Times that a potential deal was being discussed worth about $10 billion.

Meta declined to comment.

The talks come weeks after Anthropic announced a similar deal with Elon Musk's SpaceX to use the computing capacity at its Colossus 1 data center to improve capacity for paid subscribers.

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.

Access to enough AI chips remains a challenge for firms like Anthropic, which places usage limits on its most advanced models like Fable.

The talks also come after Meta CEO Mark Zuckerberg said in May that the social media company was considering entering the cloud computing business, in an effort to show investors that the firm can make money from AI investments beyond improvements to its current business.

Meta could spend as much as $145 billion on capital expenditures, including for AI infrastructure, in 2026.

Dave Brown, a former longtime senior executive at Amazon Web Services, is set to join Meta, CNBC has confirmed.

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."