Anthropic signs $10B deal with AI cloud startup Volta

AI 中文解读

Anthropic又出手了！这次直接砸下100亿美元，跟AI云初创公司Volta签下六年长约，只为给自家Claude搞到更多算力。这也是Anthropic继跟SpaceX、亚马逊合作后，在算力扩充上投下的又一枚重磅炸弹。简单来说，AI公司训练大模型非常消耗算力，就像工厂需要电力一样。Volta就是专门提供这种“算力电力”的公司，英伟达的Vera Rubin芯片和挪威的数据中心就是背后的发电站。Anthropic这波操作，本质就是“囤电”，确保自己在和OpenAI等对手的竞赛中不落后。这笔交易对普通人的影响是间接但深远的。AI公司的“军备竞赛”越激烈，像Claude这样的AI助手能力就越强，未来你用它处理文档、写代码、甚至做分析时，速度会更快，结果也更聪明。当然，百亿美元级别的投入也意味着AI行业的门槛越来越高，头部玩家越来越集中，下一阶段的产品竞争会更有看头。

Anthropic has been on a cloud partnership spree in recent months, and its latest move is reportedly a $10 billion deal with AI cloud startup Volta. Bloomberg originally reported that Volta, founded earlier this year, will provide cloud compute to the Claude maker over a six-year period. Volta has a partner in this deal, Bitdeer, a crypto-mining company that will help develop the data center to provide the compute capacity. That facility will be located in Norway and will deliver a 133 megawatt capacity. It will be fueled by Nvidia’s Vera Rubin systems, the chipmaker’s state-of-the-art AI chip architecture. Volta is part of Nvidia’s Cloud Partner program, which is a consortium of AI cloud providers that use Nvidia’s GPUs in their data centers. Volta had spoken about a deal with an AI lab but hadn’t named the specific company it was working with. Bloomberg originally cited anonymous sources familiar with the deal. TechCrunch reached out to Anthropic for more information. Anthropic has sought to aggressively expand its compute capacity over the last several months as it wages a corporate battle with its competitors. The company also recently announced new compute deals with the likes of SpaceX and Amazon. var playerInstance_jwplayer_6a72abed25920 = jwplayer( "jwplayer_6a72abed25920" ); playerInstance_jwplayer_6a72abed25920.setup({ playlist: "https://cdn.jwplayer.com/v2/media/ybaSpcvP", });