Anthropic in early talks with Meta to acquire compute power

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 ImagesAnthropic is in very preliminary talks to lease 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.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. They are a sign that Anthropic, one of the leading artificial intelligence labs, continues to make big commitments