下一代Gemini模型因内部分歧、算力紧张及审批流程繁琐，发布时间推迟两个月。尽管有自研TPU，但模型训练、云业务及消费端、企业级AI需求叠加，算力仍不足。高层已启动组织架构调整以缓解资源分配问题。
知情人士透露，Anthropic与比特币矿企Riot达成价值91亿美元的20年云计算合约，获得191兆瓦算力供应。这是Anthropic近期多项大规模算力采购之一，凸显AI行业算力供给持续紧张。消息公布后，Riot盘后股价飙升25%，至24.4美元。
人工智能算力军备竞赛向基础设施纵深推进。Anthropic近日与由比特币矿业转型云计算服务的Riot Platforms签下总额91亿美元、为期20年的深度合作协议，后者将为其提供大规模AI算力支持，标志着矿企加速入局AI数据中心赛道。
英伟达联手阿波罗、贝莱德等六家金融机构共建算力融资平台，拟撬动逾5000亿美元第三方资本，加速AI基础设施建设。双方已签署谅解备忘录，将通过专门资金池，以优惠利率向企业及云服务商提供融资支持。
智能算力即开即用，全面提升效率与竞争力。
Anthropic
$7
Input tokens/M
$35
Output tokens/M
200
Context Length
$21
$105
Alibaba
-
Baidu
128
$2
256
Bytedance
32
Tencent
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