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[https://www.reuters.com/technology/meta-talks-10-billion-anthropic-compute-deal-nyt-reports-2026-07-17/](https://www.reuters.com/technology/meta-talks-10-billion-anthropic-compute-deal-nyt-reports-2026-07-17/) Ed Zitron was called it. Hyperscalers are spending billions building out data center space, but once it comes online, they 1. Can't use it internally for their own compute 2. Can't resell it to any other party. Meta already is a shell reseller for other data center users and that demand has dried up. Source is a person who told me their company leases multi MW of compute but use Meta as the front end label on contracts for …
— ORIGINAL POST ·
Data Centers Officially Overbuilt: Meta Offloads $10 billion of Data Center Space to Anthropic
· r/investing
· Jul 17, 2026