Anthropic 據報計劃投入 $750 billion 擴充算力
Anthropic plans $750 billion compute spend
Anthropic 據報計劃未來數年投入 $750 billion 增加算力容量，其中包括數千億美元不可取消的合約。相關數字據稱來自《華爾街日報》取得的招股書；Anthropic 正籌備可能令其估值達 $2 trillion 的 IPO。
報道將算力支出、不可取消合約與 IPO 估值並列，呈現 AI 基建擴張背後市場對收入能否跟上投入規模的疑慮。
Anthropic reportedly plans to spend $750 billion on adding compute capacity in the coming years, including hundreds of billions in non-cancelable deals, as AI labs race to finance a huge infrastructure buildout. The figures, cited in a prospectus obtained by The Wall Street Journal, come as the company builds towards an IPO that could value it at $2 trillion.
As a result, rival frontier AI firm OpenAI is, according to Reuters, accelerating a financing round that could put its valuation at $1.4 trillion. The giant figures — alongside questions over whether the companies’ revenues can keep up — have fuelled fears the AI boom could turn to bust: Citadel’s Ken Griffin, for his part, said the market was “almost certainly” in a bubble.
來源：Semafor · semafor.com