[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciobe0288b7":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciobe0288b7","传Anthropic签署100亿美元算力大单-持续扩充AI基础设施","\u002Fdoc\u002Fdciobe0288b7","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，据知情人士透露，人工智能初创公司Anthropic已与AI基础设施初创企业Volta Infra Holdings Ltd.签署一项价值100亿美元的算力合作协议，以满足旗下Claude模型不断增长的算力需求。这也是Anthropic近几个月来持续扩充AI基础设施布局的最新举措。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">知情人士表示，Anthropic已签约使用由Volta运营管理的数据中心。Volta周二稍早宣布，公司已与一家未具名AI实验室达成一项总价值100亿美元的合作协议，并将联合比特币矿企Bitdeer Technologies(BTDR)利用其位于挪威的数据中心提供算力服务，合同期限为六年。不过，Volta首席执行官Ricard Boada拒绝透露客户身份，而Anthropic和Bitdeer均未对此置评。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">受消息提振，Bitdeer股价涨超8.5%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">随着越来越多企业和消费者使用Claude处理编程及其他AI任务，Anthropic近几个月持续加码算力投入，以确保能够满足快速增长的市场需求。此前，公司已先后与马斯克旗下SpaceX(SPCX)、AMD(AMD)以及阿克迈(AKAM)签署算力合作协议。彭博此前还报道称，Anthropic正与Meta(META)洽谈租用其数据中心算力资源。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">今年早些时候，Anthropic完成650亿美元融资，以支持AI模型开发所需的庞大资金投入。与此同时，公司也在考虑最快于今年启动首次公开募股，进一步通过资本市场筹集资金。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">根据Volta披露，此次合作涉及的挪威数据中心将提供133兆瓦算力，并部署英伟达(NVDA)最新一代Vera Rubin AI芯片。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Volta成立于今年1月，由Brookfield Asset Management前高管创立，主要业务为向AI企业提供算力租赁，并协助客户为昂贵的AI芯片采购提供融资。公司周二同时宣布完成3亿美元风险投资融资，最新估值达到24亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">作为此次合作伙伴，Bitdeer也是近年来比特币矿企转型AI基础设施的代表之一。随着比特币价格持续低迷，越来越多矿企开始将部分数据中心由加密货币挖矿转向AI算力服务。Bitdeer此前表示，计划将其位于得州、田纳西州及华盛顿州的部分矿场改造为AI数据中心。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">事实上，Anthropic与竞争对手OpenAI均越来越依赖大型科技公司及新兴云计算企业提供数据中心资源，以满足先进AI模型研发及大规模商业化应用所需的庞大算力需求。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">OpenAI首席执行官Sam Altman此前曾表示，公司未来将在AI基础设施领域投入“数万亿美元”。目前，OpenAI正规划建设一座成本可能超过300亿美元的新数据中心，同时据彭博此前报道，英伟达还正与OpenAI洽谈，为其租用由软银集团负责建设、总投资约5000亿美元、规模达10吉瓦的俄亥俄州AI数据中心园区提供支持。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">不过，过去一年，Anthropic与OpenAI部分融资及算力合作模式也引发市场关注。部分分析人士认为，这类融资与算力合作存在一定“循环融资”特征，使AI开发商、芯片厂商及基础设施供应商之间形成日益复杂的资金与业务依赖关系。一旦未来AI需求未能达到市场当前的高预期，这种高度关联的合作模式可能进一步放大整个产业链的经营风险。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]