SemiAnalysis: Meta will accelerate the procurement of computing power rather than slow it down, and is in negotiations with Anthropic to build its own AI model service platform

Comparing news, SemiAnalysis said in its latest report that after the news reports that Meta may become a new Neocloud, the market's first reaction was to sell off computing power cloud companies such as CoreWeave and Nebius, and once again worried about excessive AI computing power.

But the agency's judgment is just the opposite: this fear is probably wrong. Meta's data center and computing power purchases will not slow down; on the contrary, they will continue to accelerate. The article mentioned that in the first half of this year alone, Meta has signed more than 5GW of capacity in the field of cloud services and hosted data centers, and this does not count as a self-built project that it is accelerating.

SemiAnalysis says Meta is in final negotiations with Anthropic to gain access to Claude's privatized instance. If this is true, the point is not only that Meta is buying more computing power, but that Meta is probably building its own AI model service platform.

This model is a bit like AWS's Bedrock, Microsoft's Foundry, Google's Vertex. Meta can either use Claude internally first, or package model capabilities into token-as-a-service in the future to provide external services. In the short term, it may be that its own model is used externally and that of the Anthropic model; in the long run, Meta may even incorporate Anthropic and OpenAI models into its own external service system.

According to SemiAnalysis, the logic behind it is that Meta has computing power, advertisers, social network distribution capabilities, and a consumer portal. If it can combine cutting-edge models, agents, sales, and marketing SaaS, it won't just be a company that buys GPUs, but will go above and beyond AI applications and model distribution in the past.