Anthropic 新增约 100 亿美元微软、谷歌云算力采购承诺,Lambda 算力协议存在取消风险

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【Anthropic 新增约 100 亿美元微软、谷歌云算力采购承诺,Lambda 算力协议存在取消风险】Anthropic 在周二提交的文件中表示,过去一个月,公司与微软、谷歌达成新采购承诺,从现在至 2033 年,云服务器租赁支出将较此前披露值增加约 100 亿美元。与此同时,Anthropic 称,和规模较小的云服务商 Lambda 签署的 349 亿美元服务器租赁协议存在被取消的可能,原因是 Lambda 未能在双方约定的期限内建成数据中心。不过 Anthropic 表示,虽然合同赋予其取消该协议的权利,但公司 “目前无意” 这么做。最新披露信息显示,Anthropic 仍在持续渴求算力,用于模型训练与推理,同时也在审慎评估 Lambda 这类中小型云服务商的交付进度。这也反映出,Lambda 和不少同行一样,难以快速上线足够算力以满足客户需求。

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