Anthropic Pays Meta $10B to Use Its Computers

Anthropic, the company behind Claude, is negotiating to pay its rival Meta $10 billion just to rent chips. What does that say about the real business of AI?

The hardware shortage is redefining who holds the power in the race for artificial intelligence. Anthropic already spends more than $1 billion a month on infrastructure, has contracts with Amazon, Google, and SpaceX, and still can’t keep up. We analyze why scaling has become generative AI’s biggest problem, what “coopetition” between tech giants looks like, and whether the frontier AI business model can ever be profitable.

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🤖 AI-generated content: the script, voices, and images for this episode were produced using artificial intelligence tools.

📷 Images:

• “This close-up view highlights one row—approximately 2,000 computer processors—of the “Discover” supercomputer at the NASA Center for Climate Simulation (NCCS). Original from NASA. Digitally enhanced by rawpixel.” — Free Public Domain Illustrations by rawpixel (CC BY 2.0) — https://www.flickr.com/photos/153584064@N07/46300749352
• “This close-up view highlights one row—approximately 2,000 computer processors—of the “Discover” supercomputer at the NASA Center for Climate Simulation (NCCS). Original from NASA. Digitally enhanced by rawpixel.” — Free Public Domain Illustrations by rawpixel (CC BY 2.0) — https://www.flickr.com/photos/153584064@N07/45448925635
• “This close-up view highlights one row—approximately 2,000 computer processors—of the “Discover” supercomputer at the NASA Center for Climate Simulation (NCCS). Original from NASA. Digitally enhanced by rawpixel.” — NASA (CC0) — https://www.rawpixel.com/image/440242/free-photo-image-server-data-center-datum-center
• “Two rows of the “Discover”” — NASA (CC0) — https://www.rawpixel.com/image/440218/free-photo-image-data-center-server-software
• “DALL·E 2025-01-31 21.58.22 - A realistic image of the interior of a modern data center. The scene features long rows of tall, sleek server racks filled with blinking LED lights. T” — Cbrasil0 (CC BY-SA 4.0) — https://commons.wikimedia.org/w/index.php?curid=158884296

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