Jeremie Eliahou Ontiveros / SemiAnalysis: 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 — Zuck Takes Plan B? SpaceX 2.0, Bedrock 2.0, MSL Isn't Giving Up, Scaling RecSys by 10x... ClusterMAX ranking coming soon?
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July 3, 2026 at 7:30 PM
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)
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