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Rohan Paul· @rohanpaul_ai · X·· 32 分钟前精选AI 评分78
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https://x.com/rohanpaul_ai/status/2120369586096976098

【引用 @rohanpaul_ai】Anthropic reveals in its amended S1 filing today, more than $10 billion in new agreements with Microsoft and Google.

The Microsoft deal now covers at least $47.2B and up to $49.2B of spending through June 2033, up from a $44.9B minimum.

Google’s minimum rose from about $114.5B to about $121.3B through July 2033, and both deals must be paid whether or not Anthropic uses the capacity.

That extra long-term capacity could ease its reliance on short-term compute, which cost $5.0B last quarter at significantly higher prices.

引用Rohan Paul@rohanpaul_ai
Anthropic reveals in its amended S1 filing today, more than $10 billion in new agreements with Microsoft and Google. The Microsoft deal now covers at least $47.2B and up to $49.2B of spending through June 2033, up from a $44.9B minimum. Google’s minimum rose from about $114.5B to about $121.3B through July 2033, and both deals must be paid whether or not Anthropic uses the capacity. That extra long-term capacity could ease its reliance on short-term compute, which cost $5.0B last quarter at significantly higher prices.
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来源:Rohan Paul · x.com