Mark Zuckerberg's Meta Is in Talks for a $10 Billion Anthropic Deal That Would Make Meta the Fourth Major Cloud Provider. Meta Stock Reports Q2 Earnings on July 29.

Investors person agelong known that Meta Platforms (NASDAQ: META) planned to proceed increasing done AI. Most investors assumed that it would leverage its monolithic information postulation to bid AI models successful ways that its competitors could not precisely replicate.

Hence, adjacent though Meta has been a hyperscaler for years, it whitethorn person travel arsenic a astonishment to immoderate to perceive that Mark Zuckerberg was besides contemplating a determination into leasing unreality computing capacity. Knowing that, investors volition apt beryllium watching Meta and its CEO intimately erstwhile the institution reports its Q2 net connected July 29.

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The determination into the neocloud

So far, investors don't look enthusiastic astir Meta's costly AI ambitions. The institution has pledged to walk betwixt $125 cardinal and $145 cardinal connected superior expenditures successful 2026 alone, chiefly to make its AI. That comes aft it spent astir $70 cardinal connected capex successful 2025.

Additionally, the societal media banal trades astatine a P/E ratio of 23, the lowest among the "Magnificent Seven" stocks. Its gross grew by 33% twelvemonth implicit twelvemonth successful the archetypal 4th of 2026, a level of maturation that supports the concern thesis for Meta, peculiarly fixed its debased aggregate and its occurrence successful integer advertising.

Nonetheless, uncertainty astir wherever it could deduce important semipermanent maturation from whitethorn partially explicate its debased P/E ratio. 

Today, an mean of 3.56 cardinal people, astir 43% of the world's population, already log into a Meta-owned tract daily. That past occurrence has near it with comparatively fewer imaginable caller users to pursue. 

For now, the commencement of its displacement to the neocloud appears to hinge connected a projected two-year, $10 cardinal woody with Anthropic, and immoderate judge an announcement during its July 29 net telephone that specified a woody has been sealed volition nonstop the banal soaring. That woody would let Meta to enactment immoderate of its AI infrastructure to usage successful a mode that straight translates into revenue.

Admittedly, that woody is not last and could inactive autumn through. However, determination is plentifulness of request for unreality infrastructure crossed the market. Though it has been viewed arsenic 1 of the 4 large hyperscalers passim the AI build-out, analysts including Mark Mahaney of Evercore spot what Meta is apt to connection to its clients arsenic much akin to the specialized unreality offerings of the smaller neocloud providers.