Meta Platforms正与Anthropic洽谈100亿美元算力租赁协议
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Samsung's foundry business is expected to secure orders from Meta and Anthropic, and is projected to return to profitability in the fourth quarter.
According to ChainCatcher, South Korean media reports that Samsung Electronics' foundry business is accelerating its expansion in the global AI chip market. Following its AI chip order from Tesla last year, Samsung is currently advancing its custom ASIC production collaboration with Meta and Anthropic. Meta is reportedly in talks with Samsung for a next-generation ASIC design and manufacturing contract worth over 10 trillion won. Meta's third-generation AI accelerator, "MTIA," plans to switch from TSMC to Samsung's most advanced 2nm process for mass production, with early chip architecture design handled jointly by Samsung's System LSI division to match its rapid development cycle of one generation every six months. Furthermore, US AI company Anthropic is also evaluating the use of Samsung's 2nm process to develop custom ASICs, aiming to internalize its AI infrastructure. Industry insiders point out that with the influx of AI chip orders from global tech giants, coupled with the ongoing negotiations with BYD for an automotive chip manufacturing agreement, Samsung's medium- to long-term order backlog for its wafer foundry business is expected to approach 50 trillion won, and it is expected to achieve a turnaround in operating profit in the fourth quarter of this year.
SemiAnalysis: Meta will accelerate, rather than slow down, its computing power procurement; it is in talks with Anthropic to build its own AI model service platform.
According to BlockBeats, on July 3rd, SemiAnalysis stated in its latest report that after news broke that Meta might become a new Neocloud, the market's initial reaction was to sell off computing power cloud companies like CoreWeave and Nebius, and to renewed concerns about "AI computing power oversupply." However, the firm's assessment is the opposite: this concern may be wrong. Meta's data center and computing power procurement will not slow down, but rather continue to accelerate. The article mentions that in the first half of this year alone, Meta has already signed contracts for over 5GW of capacity in the cloud services and managed data center sectors, and this does not include its accelerating self-built projects. SemiAnalysis states that Meta is in final negotiations with Anthropic, hoping to obtain access to Claude private instances. If this comes to fruition, the significance goes beyond "Meta buying more computing power"; it suggests that Meta may be building its own AI model service platform. This model is somewhat similar to AWS's Bedrock, Microsoft's Foundry, and Google's Vertex. Meta can initially use Claude internally, or it can package the model capabilities as a token-as-a-service to provide services externally in the future. In the short term, it might use its own models externally and Anthropic models internally; in the long term, Meta might even incorporate Anthropic and OpenAI models into its external service system. SemiAnalysis states that the underlying logic is that Meta has computing power, advertisers, social network distribution capabilities, and consumer-end entry points. If it can combine cutting-edge models, intelligent agents, and sales and marketing SaaS, it will not just be a company that buys GPUs, but will be moving towards the upper layers of AI application and model distribution.
Anthropic: Claude Cowork will be available on mobile and web.
Odaily Odaily reports that Anthropic has announced that Claude Cowork will be available on mobile and web platforms, and will also extend its Claude Code double collaboration (Cowork) credits until August 5th. (Jinshi)
Wells Fargo raises its price target for Meta to $767.
According to Odaily Odaily, Wells Fargo has raised its price target for Meta Platforms from $765 to $767, maintaining its "overweight" rating.
Meta has reached a new agreement with data center developer Crusoe to purchase AI computing power for two data centers.
Odaily Odaily that Meta Platforms has signed a new agreement with data center developer Crusoe to procure artificial intelligence computing power from the latter's two data centers in Childress, Texas and Warrenton, Missouri, to support its ongoing expansion plans for artificial intelligence infrastructure. Sources familiar with the matter said the discussions have not been made public. (Bloomberg)
Anthropic reportedly plans to expand in Manhattan, doubling its New York City staff to 1,000.
According to Odaily Odaily, Anthropic reportedly plans to expand in Manhattan, doubling its New York City workforce to 1,000; it plans to lease a 16-story building in Hudson Square. The company will begin relocating to New York City in the summer of 2026. (Cailian Press)