Meta and Anthropic — two AI rivals — are in early talks for a computing deal worth as much as $10 billion over two years, with Anthropic paying Meta monthly to lease compute capacity. Anthropic proposed the arrangement in June; Meta is reviewing it. The deal isn't signed, but the fact that it's being discussed at all tells you everything about the state of AI: compute is so scarce that startups are willing to pay competitors for GPU time, and those competitors are seriously...