Dario Amodei 在 Anthropic IPO 路演直播中表示，Anthropic 将投入 9000 亿美元用于算力，但相对竞争对手采购量仍偏少。他称 Anthropic 只提前锁定少量较便宜的算力，需求弱于预期时更安全；若需求强劲，则在现货市场按当时价格临时租用算力，而非提前做长期大额投入。该直播由 JPMorgan CEO Jamie Dimon 参与。
Dario Amodei: Anthropic is set to spend $900B on compute, yet buys "relatively little" compared to rivals
Dario Amodei on a live-streamed with JPMorgan's CEO Jamie Dimon as part of Anthropic’s IPO roadshow.
Anthropic locks in only a modest, cheaper amount of computing power ahead of time, so it is safe if demand turns out weaker than expected.
If demand comes in strong, it will buy extra capacity on the "spot market", which means renting available compute on short notice at the going price, instead of making huge long-term bets upfront.
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From "CNBC Television" YouTube channel, (link in comment)
来源：Rohan Paul · x.com