一项分析指出,2025年末Anthropic研发进度加速并非源于训练算力增速提升,当前(2026年10月)约80%的加速可能来自AI,但该判断存在较大不确定性。研究考察了多种非AI因素,其中多项细节被涂黑;对AI在AECI及模型训练各阶段累计与即时效应的更详细估算同样被隐去。
'As we describe below, we were able to confidently determine that the acceleration was not due to an acceleration in the rate of growth of training compute.'
'The acceleration in late 2025 was likely influenced by non-AI factors. We investigated a variety of factors which could have contributed to the observed acceleration in late 2025, but details of many of these factors have been redacted.
We guess that a majority (perhaps ≈80%) of the current (October 2026) acceleration is due to AI. This judgment is given with substantial uncertainty, but is based on a variety of lines of evidence on contributions from AI and other causes. We believe AI’s contribution has grown relatively more important over time, and do not think the other factors we investigated would explain the sustained acceleration. The evidence of speedup from the usage of AI we describe below also seems compatible with a large contribution.'
'Our more detailed estimates for the cumulative and instantaneous effects of AI on Anthropic’s rate of progress in AECI, and at various stages of the model training pipeline, were redacted.'
来源:Andrew Curran · x.com