Anthropic 披露 8950 亿美元算力承诺，Gary Marcus 称 IPO 或推迟
Anthropic 一口气签了 8950 亿美元算力合同，比 Meta 还多，Gary Marcus 直接说 IPO 要黄，数字很吓人，看看各方怎么吵。
Anthropic 披露未来 AI 基础设施支出承诺总额达 8950 亿美元，其中 4480 亿美元将在 2030 年底前发生，未来 12 个月内到期约 700 亿美元。最大一笔是对 Broadcom 的 1610 亿美元，其次是对 Google 的 1210 亿美元，另有最高 1500 亿美元预估用于采购 Google 的 AI 芯片。对 SpaceX 和 Amazon 的承诺分别为最高 1210 亿美元和至少 1100 亿美元。Gary Marcus 认为，鉴于这一数字与公司微薄利润的差距，加上当日股价回调，Anthropic 的 IPO 可能被推迟，2 万亿美元估值或难以实现。
Between the realities of this number relative to negligible profits and today’s correction, Anthropic’s IPO is surely somewhat threatened, and $2T as a valuation is probably off the table. A delay seems likely, at a minimum. The Kobeissi Letter @KobeissiLetter Anthropic has now disclosed a record $895 billion in future AI infrastructure spending commitments. This includes both purchase commitments and leases for computing power and related infrastructure. $448 billion, or 50%, is expected to be incurred by the end of 2030, with ~$70 billion due over the next 12 months. The biggest commitments are to Broadcom, $AVGO, at $161 billion, followed by Google at $121 billion, with up to $150 billion in additional estimated spending on Google's AI chips. Anthropic has also committed up to $121 billion to SpaceX, $SPCX, and at least $110 billion to Amazon, $AMZN. For perspective, among Big Tech companies, only Alphabet, $GOOGL, has larger commitments, at $1.06 trillion, while Meta, $META, follows with $866 billion. The scale of Anthropic's spending obligations is unprecedented. 🔗 View Quoted Tweet 💬 0 🔄 4 ❤️ 23 👀 2047 📊 3 ⚡
