AI is redrawing alliances. Anthropic, thirsty for computing power, negotiates with Meta, its rival. A $10 billion deal at stake, between chip shortage and desperate monetization. The industry is holding its breath.
In brief
- Anthropic in talks with Meta to lease $10 billion of computing power, despite their rivalry.
- AI cryptos (FET, AGIX, TAO) are booming thanks to the shortage of centralized resources.
- Risks and opportunities: a fragile agreement and a rapidly changing speculative sector.
Anthropic in talks to lease $10 billion of computing power to Meta
The AI has a problem. It is seriously lacking in resources. So Anthropic, creator of Claude Mythos, is reportedly in advanced talks with Meta to lease up to $10 billion in computing power over two years. The irony of the story is that the two giants are direct competitors in the AI model market, with Llama for Meta and Claude for Anthropic.
Why such an agreement? Anthropic is suffocating. Despite a pharaonic 45 billion contract with SpaceX for Nvidia GPUs, demand is exploding. For its part, Meta, which is investing 145 billion in 2026 in AI, is seeking to make its data centers profitable. But the deal remains fragile because the discussions are still preliminary, and either party could withdraw at any time. Especially sincesuch a partnership would make Meta both supplier and rival to Anthropic. An unnatural marriage?
AI cryptos, the risky bet that takes advantage of the computing shortage
The shortage of computing power does not only affect the giants, it boosts AI cryptos. Indeed, projects like Fetch.ai (FET), SingularityNET (AGIX) or Bittensor (TAO) are riding the wave, promising decentralized AI to bypass the bottlenecks of Nvidia and others. Where Fetch.ai relies on autonomous agents to optimize resources, Bittensor creates a decentralized market for computing power.
Result: FET jumped in 2025, and TAO is at the top of AI cryptos with a capitalization exceeding a billion dollars. But be careful! The sector remains speculative. These cryptos depend on the mass adoption of decentralized AI, which is still marginal. Worse still, some like AGIX have been accused of market manipulation in 2024. So, as long as Nvidia and Meta maintain control of GPUs, AI cryptos will have their place… as plan B.
The agreement under discussion between Anthropic and Meta could well shake up artificial intelligence. But between rivalry and shortage, nothing is decided. What if the solution came from cryptos? Can decentralized AI keep its promises against these giants?
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