[SemiAnalysis: Meta to Accelerate Compute Power Procurement Instead of Slowing Down, Negotiating with Anthropic to Build Its Own AI Model Service Platform] BlockBeats News, July 3 — In its latest report, SemiAnalysis stated that after news broke suggesting Meta might become a new Neocloud, the market's initial reaction was to sell off compute cloud companies like CoreWeave and Nebius, reigniting concerns about an 'AI compute power surplus.' However, the agency's assessment is quite the opposite: such concerns may be misplaced. Meta's data center and compute power procurement will not slow down but will instead continue to accelerate. The report noted that in just the first half of this year, Meta has already signed contracts for over 5GW of capacity in the cloud services and colocation data center sectors, and this figure does not even include its rapidly advancing self-built projects. SemiAnalysis revealed that Meta is in final negotiations with Anthropic to gain access to a privatized instance of Claude. If this materializes, the implications go beyond Meta simply purchasing more compute power—it could mean that Meta is building its own AI model service platform. This model would resemble AWS's Bedrock, Microsoft's Foundry, or Google's Vertex. Meta could initially use Claude internally and later package its model capabilities into a token-as-a-service offering for external clients. In the short term, this might involve using its own models externally while utilizing Anthropic's models internally. In the long term, Meta might even integrate Anthropic's and OpenAI's models into its external service ecosystem. SemiAnalysis explained that the underlying logic is that Meta possesses compute power, advertising clients, social network distribution capabilities, and consumer-facing entry points. If it can combine cutting-edge models, intelligent agents, and sales and marketing SaaS, it would transcend being merely a GPU buyer and move toward the upper layers of AI applications and model distribution.