Anthropic投资500亿美元于美国人工智能基础设施。
Anthropic invests $50B in US AI infrastructure

原始链接: https://www.anthropic.com/news/anthropic-invests-50-billion-in-american-ai-infrastructure

Anthropic 正在向美国计算基础设施投资 500 亿美元,与 Fluidstack 合作在德克萨斯州和纽约建设先进的数据中心,并计划进一步扩张。这些设施专为 Anthropic 的人工智能工作负载设计,支持其 Claude AI 系统的持续研发。 该项目预计将创造 3,200 个工作岗位——800 个永久岗位和 2,400 个建筑岗位,并将于 2026 年开始运营。Anthropic 强调这项投资对于保持美国在人工智能领域的领导地位至关重要,与特朗普政府时期设定的目标相符。 在超过 30 万商业客户(大型账户在过去一年中增加七倍)的需求推动下,此次基础设施建设将使 Anthropic 能够开发更强大的人工智能系统并加速科学发现。Fluidstack 在提供大规模电力方面的灵活性是合作的关键。

## Anthropic 500亿美元基础设施投资:摘要 Anthropic 宣布在美国人工智能基础设施投资 500 亿美元,引发了 Hacker News 的讨论。虽然被宣传为重大提振,但评论员质疑这项投资的可行性和价值。人们对 Anthropic 的财务能力是否能够部署如此巨额资金表示担忧,并猜测美国政府可能通过承诺间接资助该项目。 讨论的重点是高昂的成本——每创造一个永久性工作岗位可能需要 6250 万美元——以及在人工智能格局快速发展的情况下,这项投资是否合理。许多人强调需要对电力和基础设施进行大量升级,以支持这些数据中心,并对消费者能源成本的增加以及现有电网的压力表示担忧。 一些用户提倡在人工智能发展的同时,优先考虑能源效率和替代能源(如核能),并质疑人工智能的益处是否超过了巨大的资源需求。另一些人指出,财富正从托管数据中心所在的州流出,流向科技中心。最终,这场对话反映了人们对当前人工智能繁荣的长期可行性和社会影响的怀疑。
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原文

Today, we are announcing a $50 billion investment in American computing infrastructure, building data centers with Fluidstack in Texas and New York, with more sites to come. These facilities are custom built for Anthropic with a focus on maximizing efficiency for our workloads, enabling continued research and development at the frontier.

The project will create approximately 800 permanent jobs and 2,400 construction jobs, with sites coming online throughout 2026. It will help advance the goals in the Trump administration’s AI Action Plan to maintain American AI leadership and strengthen domestic technology infrastructure. We are proud to create good American jobs and bolster American competitiveness.

“We’re getting closer to AI that can accelerate scientific discovery and help solve complex problems in ways that weren’t possible before. Realizing that potential requires infrastructure that can support continued development at the frontier,” said Dario Amodei, CEO and co-founder of Anthropic. “These sites will help us build more capable AI systems that can drive those breakthroughs, while creating American jobs."

Anthropic's trajectory is driven by our talent-dense technical team, our focus on safety, and our frontier research, including pioneering alignment and interpretability work. Every day more businesses, developers, and power users are trusting Claude to help them solve their most challenging problems. Anthropic serves more than 300,000 business customers, and our number of large accounts—customers that each represent over $100,000 in run-rate revenue—has grown nearly sevenfold in the past year.

We selected Fluidstack as our partner for its ability to move with exceptional agility, enabling rapid delivery of gigawatts of power. “Fluidstack was built for this moment,” said Gary Wu, co-founder and CEO of Fluidstack. "We're proud to partner with frontier AI leaders like Anthropic to accelerate and deploy the infrastructure necessary to realize their vision."

The scale of this investment is necessary to meet the growing demand for Claude from hundreds of thousands of businesses while keeping our research at the frontier. We’ll continue to prioritize cost-effective, capital-efficient approaches to achieving this scale as our growth continues.

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