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Rohan Paul· @rohanpaul_ai · X·· 33 分钟前精选AI 评分85
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Anthropic 在今日修订的 S1 文件中披露,与 Microsoft 和 Google 的新增协议金额超过 100 亿美元。

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S1 修订文件披露 Anthropic 与 Microsoft、Google 的长期算力承诺金额上调,读者可据此了解其算力成本结构。

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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 forges ahead with IPO roadshow They will sell up to 825M shares at $70 to $78 each, a range that values it at as much as $1.4T. At the top of that range the deal raises about $64.4B, and Anthropic itself takes roughly $62.5B from 801M new shares. Existing stockholders are selling only 23.6M shares, so almost all the cash funds the company instead of letting early investors exit. Earlier talk had pointed to as much as $2T, and the cut follows a tech selloff and midterm results showing voters souring on AI data centers. Even reduced, the price sits above the $1.25T private valuation OpenAI reached last week. Shares are expected to start trading on Nasdaq under the ticker “ANT” as soon as Thursday or Friday next week.
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来源:Rohan Paul · x.com