Meta is in talks with Anthropic about leasing computing capacity to the AI startup. It’s a move that could put the social media giant in competition with Amazon, Microsoft and Google in a new line of business: cloud computing. https://t.co/VDYjyALUBV https://t.co/d5ytblxUTY ...

I post A LOT of original content, primarily videos and started streaming again on XI just got the lowest payout since March.I’m thankful for the monetization program because something is better than nothingBut prob will be focusing more on Meta since it pays more. ...

Strategic Partnership and Business Development - Meta is in early-stage negotiations to lease its data center computing power to AI startup Anthropic [1] - The potential commercial arrangement is estimated to be valued at up to $10 billion over a two-year period [1] Industry Implications - Large-scale technology companies are increasingly monetizing infrastructure assets by providing computing resources to AI model developers [1]

Market Trends and Macro Environment - U.S. equity markets experienced a broad sell-off, with the S&P 500 down 0.9%, the Dow Jones Industrial Average down 0.6%, and the Nasdaq declining 1.3% [6][53][82] - The Philadelphia Semiconductor Index (SOX) entered bear market territory, dropping approximately 10% for the week, despite a 65% year-to-date gain [117][118] - Global commodity prices surged, with WTI crude oil rising 4.3% to $82.37 per barrel and Brent crude up 4.4% to $87.93 per barrel, driven by Middle East tensions [8] - The VIX volatility index climbed above 18, while the 10-year Treasury yield stood at 4.54% [8][53] AI Industry Dynamics and Competitive Landscape - Chinese AI startup Moonshot's new model triggered market concerns regarding potential competition with U.S. frontier models, raising questions about whether China is closing the 6-12 month technology gap [11][35][43] - Enterprises are shifting away from an "AI at all costs" strategy, focusing on token efficiency and measurable returns on investment [79][80] - Alphabet shares declined by approximately 3% due to delays in the release of its Gemini 3.5 Pro model, highlighting the risks of falling behind in the competitive AI race [12][24][25] - Meta Platforms is in discussions to lease computing power to Anthropic in a deal potentially worth $10 billion over two years [56][127] Corporate Performance and Strategic Moves - AlphaSense raised $350 million in a new funding round, nearly doubling its previous valuation, and serves approximately 70% of the S&P 500 [63][64] - Netflix shares fell 7% after forecasting a slowdown in revenue growth to 11.7%, the slowest pace since late 2023 [123][124] - Apple shares rose 0.3% amid reports of potential settlement discussions with the U.S. Department of Justice regarding a 2024 antitrust lawsuit, with the company reaching a market valuation of $4.9 trillion [121][122] - NBCUniversal's Telemundo reported that nearly 50% of U.S. World Cup viewers tuned into Spanish-language coverage, driving significant engagement across its platforms [87][93]

Strategic Partnerships and Business Development - Meta is currently in negotiations to lease its computing power to Anthropic [1] - The potential deal is valued at approximately $10 billion [1]

Cost Structure and Market Pricing - AI inference costs exhibit the steepest commodity price decline in history, outpacing the historical cost-reduction curves of oil and semiconductors [1] - Chinese AI models currently lead in cost-efficiency at $0.50 per million tokens, representing a 112x price advantage over Anthropic's $56 per million tokens [1] - Competitive pricing landscape for per million tokens: Anthropic ($56), OpenAI ($26), Meta ($1.50), xAI and Google ($1.00), and Chinese models ($0.50) [1] Strategic Industry Outlook - High-cost providers are intentionally maintaining premium pricing to secure time for enterprise contract consolidation and trust-building [2] - The rapid emergence of $0.50 models indicates that low-cost, high-performance AI is no longer theoretical but a functional reality within current laboratory environments [2] - Market incumbents face significant pressure as the timeline for cost parity accelerates from years to months [1][2]

Interlink Wallet Launches Permissionless Perpetuals For Major U.S. EquitiesInterlink (@inter_link) wallet @Itlx_defi officially activates its permissionless perpetuals market, enabling decentralized trading for a broad spectrum of synthetic assets.The rollout includes immediate listings for traditional tech giants such as $META, $AMD, and $INTC, as well as global benchmark indices such as $SPY and $QQQ.This deployment expands on-chain liquidity beyond crypto-native tokens to include private sector leaders l ...