Meta shares pare early losses after report of possible cloud talks with Anthropic

Meta Platforms shares moved lower earlier in the session, then pared losses after The New York Times reported that the company is in talks with Anthropic about a cloud deal, according to Yahoo Finance.

The report put Meta’s AI infrastructure plans back in focus, at a time when major technology companies are racing to secure compute capacity for training and deploying large language models.

No details were immediately provided in the report on the scope of the alleged discussions, including whether the arrangement would cover training workloads, inference (running models to answer user requests), or both. The report also did not establish terms or timing for any potential agreement.

Meta generally treats its AI and infrastructure buildout as a strategic advantage, spending heavily on data centers and specialized chips that can support the processing demands of large-scale model use across its products and services.

Anthropic, for its part, has positioned Claude as a key alternative to other leading AI assistants, with the company expanding its distribution through enterprise and developer offerings. A cloud partnership would be one way to widen access to the compute needed to run those models reliably at scale.

Still, what was publicly known from the market report was limited to the existence of talks. Meta did not publicly confirm the report in the information summarized by Yahoo Finance, and no binding agreement was referenced.

For investors and industry watchers, the immediate takeaway is not only the potential relationship with a major AI model developer, but also what it could announcement about Meta’s broader strategy for sourcing and operating AI compute. If the talks progress, the company would likely face scrutiny over how the arrangement could affect costs, capacity planning, and dependence on external partners.