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@rohanpaul_ai· @rohanpaul_ai · X·· 2026-08-27AI 评分64
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Anthropic 据报向 Nscale 承诺 $45B,换取西弗吉尼亚州为期六年的 Nvidia Vera Rubin 算力,容量预计 2027 年底开始上线。

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Anthropic is reportedly committing $45B to Nscale for 6 years of Nvidia Vera Rubin compute in West Virginia.

the capacity expected to start coming online in late 2027.

At $7.5 B per year on average, Anthropic is reserving scarce compute, power, cooling and data-center capacity instead of buying hardware outright.

Anthropic has already spread workloads across AWS Trainium, Google TPUs and Nvidia GPUs rather than depending on 1 hardware supplier.

The Nscale commitment adds a late-2027 reserve against continued Claude demand.

来源:@rohanpaul_ai · x.com