原帖引用 · AI 翻译
FT：在纽约举行的一场摩根大通活动上与杰米·戴蒙交谈时，达里奥·阿莫迪对 Anthropic 路演期间的市场动荡不以为意。
摩根大通为定于周四在纳斯达克上市的交易担任承销商，阿莫迪告诉该行的银行家，Anthropic 对上市时机或市场状况“并不太在意”。
此次上市主要是为了储备现金，因为他称算力是“公司面临的最深层的商业难题”。
截至9月底，该公司持有超过1300亿美元现金，而认购超额的发行及一笔私募配售可能再带来1000亿美元或更多资金。
这笔资金缓冲将支撑计划中的9000亿美元基础设施支出，其中包括每月价值最高达31亿美元的 SpaceX 数据中心交易。
原文
FT: Speaking with Jamie Dimon at a JPMorgan event in New York, Dario Amodei shrugged off market turmoil during Anthropic's roadshow. JPMorgan is underwriting the Nasdaq listing set for Thursday, and Amodei told its bankers Anthropic is “not super fussed” about timing or market conditions. The listing exists mainly to stockpile cash, since he called compute “the deepest business dilemma that the company faces.” It held over $130B in cash at the end of September, and the oversubscribed offering plus a private placement could add $100B or more. That buffer backs a planned $900B of infrastructure spending, including SpaceX data center deals worth up to $3.1B a month.
达里奥·阿莫迪：Anthropic 准备在算力上花费9000亿美元，但与竞争对手相比，购买的算力“相对较少”。
达里奥·阿莫迪在 Anthropic 首次公开募股路演期间，与摩根大通首席执行官杰米·戴蒙进行了一场直播对谈。
Anthropic 只提前锁定适量、价格较低的算力，因此即使需求弱于预期，也能保持稳妥。
如果需求强劲，它将在“现货市场”购买额外算力，也就是在短时间内按市价租用可用算力，而不是预先作出巨额长期投入。
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来自“CNBC Television”YouTube 频道（链接见评论）
原文
Dario Amodei: Anthropic is set to spend $900B on compute, yet buys "relatively little" compared to rivals Dario Amodei on a live-streamed with JPMorgan's CEO Jamie Dimon as part of Anthropic’s IPO roadshow. Anthropic locks in only a modest, cheaper amount of computing power ahead of time, so it is safe if demand turns out weaker than expected. If demand comes in strong, it will buy extra capacity on the "spot market", which means renting available compute on short notice at the going price, instead of making huge long-term bets upfront. ---- From "CNBC Television" YouTube channel, (link in comment)