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。
近日，Anthropic发布Fable5.1，OpenAI推出Astra，全球大模型军备竞赛再升级。Astra虽性能和性价比引发热议，但背后资金与硬件消耗巨大，凸显中美算力基础设施差距。报道称，OpenAI未公开具体参数，但依托StarGate计划，训练动用超10万张NVIDIA显卡。
亚马逊与英伟达宣布深化合作，未来两年为AWS新增部署200万颗英伟达GPU，涵盖Blackwell Ultra、Rubin及Rubin Ultra，用于大模型训练与推理，2027至2028年陆续上线。自研芯片并行，但英伟达仍主导。五个月前承诺超100万颗，需求超预期使订单翻倍。消息在英伟达财报电话会披露。
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。
Anthropic
$21
输入tokens/百万
$105
输出tokens/百万
200
上下文长度
Iflytek
$2
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Baichuan
4
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