Anthropic 算力承诺最高达 5170 亿美元，为此前预期的近 3 倍
源：https://t.co/BE2tjxcIbj
Anthropic 算力合同最高 5170 亿美元，就为喂饱 Claude Code 的需求，是此前预测的近 3 倍。
据 The Information 分析，Anthropic 签署的云、芯片和数据中心协议最高可能花费 5170 亿美元，大部分在未来十年内支出。这一数字接近其此前预测（到 2029 年服务器租赁 1800 亿美元）的 3 倍。自 10 月以来，Anthropic 新签至少 14.8 吉瓦算力容量，叠加此前锁定的 1 至 2 吉瓦，其中 Amazon 和 Google 承担 11 吉瓦、成本估计超过 3000 亿美元，其余合作方包括 Microsoft、SpaceX、Lambda 和 Nscale。CEO Dario Amodei 呼吁 AI 实验室“pace the frontier”，而 Claude Code 和 Cowork 的需求增长促使公司锁定更多算力。
源：https://t.co/BE2tjxcIbj
源： x.com/IPONewsroom_/s… IPO Newsroom @IPONewsroom_ ANTHROPIC’S COMPUTE COMMITMENTS COULD REACH $517B Anthropic has committed to cloud, chip and data center deals that could cost up to $517 billion, mostly over the next decade, according to The Information’s analysis. That’s nearly 3x its earlier $180 billion forecast for server rentals through 2029, though the new estimate covers a longer period and broader spending categories. The expansion comes as CEO Dario Amodei urges AI labs to “pace the frontier,” while demand for Claude Code and Cowork drives the company to secure more computing capacity. Since October, Anthropic has signed agreements for at least 14.8 gigawatts of compute capacity, on top of 1 to 2 GW secured earlier. Amazon and Google account for 11 GW, with estimated costs exceeding $300 billion over roughly a decade. Other partners include Microsoft, SpaceX, Lambda and Nscale. Source: The Information 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 0 👀 307 ⚡