Meta’s rumored $10 billion deal with Anthropic could catapult the company into the cloud computing elite, positioning it as the fourth-largest provider and unlocking new AI-driven revenue streams. With Q1 revenue up 33%, strong ad business, and AI infrastructure investments, Meta’s stock may be undervalued — especially as earnings drop July 29. While the Anthropic partnership isn’t guaranteed, it’s a bold move to monetize data in the booming “neocloud” market — and even if it fizzles, Meta’s core engine remains strong.
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