Meta Took Aim at Anthropic. It Is Also One of Its Largest Customers.

Live updates

1. 13d ago

   Meta Projected $10 Billion Annual Spend on Anthropic AI Models

   Meta internally projected it would spend up to $10 billion per year on AI models from Anthropic. This financial commitment exists despite public attacks against the AI firm by Mark Zuckerberg. Meta remains one of the largest customers for Anthropic, highlighting a contradiction between the company's public competitive stance and its private infrastructure dependencies.

   Why it matters

   Anthropic recently secured a $45 billion computing power lease with Nscale and won a legal battle against the U.S. government over illegal blacklisting. The firm has also invested tens of billions in AMD hardware.

   Still unconfirmed

   • Meta internally projected spending up to $10bn a year on Anthropic's AI models while Zuckerberg attacked the company in public.

   What to watch next

   • Confirmation of current actual spending levels by Meta on Anthropic models
   • Public response from Mark Zuckerberg or Meta regarding the spending projections
   Sources used for this update (5)

   1. economictimes.indiatimes.com — Google Meet Down
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   3. www.briefs.co — LA County sues State Farm over January 2025 wildfire claims
   4. thenextweb.com — Meta projected spending up to $10bn a year on Anthropic’s AI models
   5. www.cmswire.com — Genesys Touts Nearly $2.9B in Cloud ARR, Unveils Agentic Orchestration Tools at Xperience 2026
   confidence 70%
2. 19d ago

   Anthropic Signs $45 Billion Computing Deal with Nscale

   Anthropic has entered a $45 billion agreement with UK start-up Nscale for AI data centre computing power. The lease utilizes Nvidia hardware, following a period where Anthropic invested tens of billions in AMD. Simultaneously, the company won a legal victory against the U.S. government after a judge ruled the Pentagon and Trump administration illegally blacklisted the firm, describing the measures as baseless retaliation and a violation of the First Amendment. Meta remains one of Anthropic's largest customers despite competing against the AI firm.

   Why it matters

   The deal highlights the massive infrastructure costs required to train large-scale AI models. It also reveals the complex interdependence of the AI industry, where competitors like Meta serve as primary clients for their rivals.

   What is confirmed

   • Anthropic signed a $45 billion deal with UK start-up Nscale for AI computing power.
   • A federal judge ruled that the Pentagon and Trump administration illegally blacklisted Anthropic.
   • Meta is one of the largest customers of Anthropic.

   Still unconfirmed

   • Anthropic invested tens of billions of dollars in AMD prior to the Nscale deal.
   • Aker shares rose following the announcement of the Nscale contract.

   What to watch next

   • Details on the specific duration and deployment timeline of the Nscale data centres
   • Further legal remedies resulting from the court ruling against the Pentagon
   Sources used for this update (8)

   1. Bloomberg.com — Anthropic to Pay Nscale $45 Billion for AI Computing Power
   2. WSJ — Aker Shares Climb After Nscale Gets $45 Billion Contract
   3. Financial Times — Anthropic agrees $45bn AI data centre deal with UK start-up Nscale
   4. The New York Times — Meta Took Aim at Anthropic. It Is Also One of Its Largest Customers.
   5. Yahoo Finance — Anthropic Bet Tens of Billions on AMD. One Month Later, It Signed a $45 Billion Nvidia-Powered Lease
   6. www.theverge.com — Anthropic was illegally blacklisted by the Trump administration, court rules
   7. www.businesstimes.com.sg — Meta took aim at Anthropic. It’s also one of the AI firm’s largest customers
   8. apnews.com — Judge says Pentagon’s measures against Anthropic were ‘illegal and baseless’
   confidence 95%