leasing compute to a rival

on Mark Zuckerberg's mind since 2026-07-18

The history

1. 2026-07-24— #2 · 18% · steady — Meta's $10B Anthropic Deal Would Make It Cloud's Fourth Force
2. 2026-07-23— #2 · 22% · fading — The $10B Bet That Splits Meta's Investors
3. 2026-07-20— #1 · 28% · steady — Meta is in early talks to rent Anthropic $10B of compute
4. 2026-07-19— #1 · 30% · steady — Meta in talks to rent Anthropic $10B of compute over two years
5. 2026-07-18— #1 · 30% · new this week — Meta in talks to rent Anthropic up to $10B of AI compute