Meta could use its compute for its own models, ad scaling, SpaceX-like neocloud deals, and hosting 3rd-party models; it may be close to an Anthropic deal (Jeremie Eliahou Ontiveros/SemiAnalysis)

Jeremie Eliahou Ontiveros reports Meta could use its own compute for internal models and ad scaling. The company may pursue SpaceX-like neocloud agreements to host third-party AI models while potentially finalizing a deal with Anthropic.