同一件事，精选收录的是《Anthropic 季度营收增至近 170 亿美元，净亏损 233 亿美元》
https://x.com/rohanpaul_ai/status/2117368258571784296
【引用 @rohanpaul_ai】Anthropic has committed $895.4B to computing and infrastructure, with $447.5B due before 2031.
$161 B in Broadcom equipment leases, $121 B with Google, up to $120B with SpaceX and $110B with Amazon.
With Amazon and Microsoft backlogged, Anthropic signed up GPU renters like Lambda and former crypto miners like TeraWulf, which already control land and power.
To cut delays further, it buys Nvidia, AMD and Broadcom chips and cooling gear itself, so site operators can install equipment faster.
Only $213.8B can be cancelled or hinges on conditions like partners securing financing, so most must be paid even if demand slows.
It already warns it may need money sooner than expected, so staying at the frontier hinges on revenue outrunning those payments.
Anthropic has committed $895.4B to computing and infrastructure, with $447.5B due before 2031. $161 B in Broadcom equipment leases, $121 B with Google, up to $120B with SpaceX and $110B with Amazon. With Amazon and Microsoft backlogged, Anthropic signed up GPU renters like Lambda and former crypto miners like TeraWulf, which already control land and power. To cut delays further, it buys Nvidia, AMD and Broadcom chips and cooling gear itself, so site operators can install equipment faster. Only $213.8B can be cancelled or hinges on conditions like partners securing financing, so most must be paid even if demand slows. It already warns it may need money sooner than expected, so staying at the frontier hinges on revenue outrunning those payments.在 X 查看被引用的帖子
来源：Rohan Paul · x.com