Data Centers Officially Overbuilt: Meta Offloads $10 billion of Data Center Space to Anthropic

[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 security and obscuring.

The fact that the circular finance shell that is Anthropic is the ONLY available party consuming newly constructed data center space is a key indicator that we are at a high water point that data centers are overbuilt. With Meta joining, every single hyperscalers data center demand is tied up directly into Open AI and Anthropic