算力商业
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@GaryMarcus
Gary Marcus:Anthropic 承诺 5170 亿美元算力交易,AI烧钱加剧
据 The Information 报道,Anthropic 已承诺 5170 亿美元的算力交易,几乎是此前披露的3倍。Gary Marcus 估算这约为其最盈利季度的1000倍,并指出其盈利仍不稳定,凸显AI领域的巨额资本支出。
AI推荐理由 引用 The Information 的独家报道,称 Anthropic 承诺了 5170 亿美元的算力交易,是其此前披露的近3倍。Gary Marcus 估算这约为其最盈利季度的1000倍,并质疑其盈利能力。信息具体且来源明确,对AI产业投资动态有较高参考价值。
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正文
🚨来自[@theinformation](https://x.com/theinformation)的独家消息:
Anthropic(尚未建立稳定盈利能力)已承诺投入5170亿美元的算力交易——几乎是他们此前告知投资者的3倍。
据我估计,这大约是他们迄今为止最(唯一?)盈利季度*的1000倍。
AI烧钱篝火仍在继续。
💰🔥💨
—
*即使那个盈利也可能严重依赖一次性的SpaceX补贴。

查看原文(中文正文为 AI 翻译)
🚨scoop from [@theinformation](https://x.com/theinformation):
Anthropic (which has yet to established stable profitability) has committed to $517 billion in compute deals - almost 3x what they had previously told investors.
by my estimate that’s about 1000x their most (only?) profitable\* quarter thus far.
the AI money bonfire continues.
💰🔥💨
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\*even that may have depended heavily on a one-time SpaceX subsidy.
