Epoch AI 指出,算力使用与算力所有权并不等同:OpenAI 和 Anthropic 几乎不自持硬件,而是从 Microsoft、Amazon、Google、Oracle、CoreWeave 等云厂商租用算力。相比之下,Google DeepMind 和 Meta Superintelligence Labs 背靠拥有庞大算力集群的母公司,但并非全部产能都分配给其前沿 AI 实验室。
Compute usage differs from compute ownership. OpenAI and Anthropic own very little of the hardware they use, instead renting compute from cloud providers like Microsoft, Amazon, Google, Oracle, and CoreWeave.
Google DeepMind and Meta Superintelligence Labs, by contrast, operate within parent companies that own enormous compute fleets, but not all of that capacity is allocated to their frontier AI labs.
For more on the AI Chip Use data and findings, check out @justjoshinyou13’s write-up: https://t.co/3U2rs4M92u
Or explore the data yourself: https://t.co/AVEkuCgOjZ
来源:@EpochAIResearch · x.com