Anthropic正早期谈判，拟向阿波罗全球管理控股的数据中心开发商租赁最高1吉瓦算力。此举被视为降低对云厂商依赖的重大举措，若达成将直接掌握算力供给，不再单纯依赖第三方云平台按量分配。目前规模、期限及开发商尚未敲定。
AI算力军备竞赛升级，Anthropic在11个月内签下总额5170亿美元算力合同，自2025年10月起在原有1至2吉瓦基础上加码锁定至少14.8吉瓦，并启动自建数据中心。不过其规模或仍不及OpenAI，折射出激进扩张背后的战略对垒。
OpenAI与软银旗下SB Energy签署10吉瓦数据中心20年租约，落地美国俄亥俄州，或成最大AI算力基地之一。英伟达注资15亿美元换取股权，并为约5吉瓦一期项目资产价值兜底，充当“融资担保人”，帮助开发商筹措债务融资。
英伟达正与OpenAI洽谈大单，拟提供约2500亿美元融资担保，支持其承租软银旗下能源子公司在俄亥俄州开发的10吉瓦数据中心。计入芯片后，项目总投资或突破5000亿美元，成为全球最大数据中心。
Bytedance
$0.8
Input tokens/M
$2
Output tokens/M
256
Context Length
128
$0.15
$1.5
-
Xai
$1.4
$10.5
Tencent
$1
$4
32
$8
Alibaba
Openai
$0.63
$3.15
131
Huawei
Deepseek
$16
Iflytek
$3.5
$12
Baidu
64
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