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Anthropic
Full video on "CNBC Television" YouTube channel
据材料对Dario Amodei发言的转述，Anthropic仅提前锁定少量较便宜的算力，以应对需求低于预期的情况。
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Rohan Paul (@rohanpaul_ai)
Machine translation
Dario Amodei outlines Anthropic’s compute buying plan: reserve modest capacity, rent more if demand rises
Dario Amodei said Anthropic locks in only a modest amount of cheaper compute ahead of time to limit its exposure if demand falls short. If demand is strong, it plans to rent extra capacity on the spot market at the going price instead of making large long-term commitments upfront.
Rohan Paul (@rohanpaul_ai)
Machine translation
Dario Amodei says Anthropic is set to spend $900B on compute
Dario Amodei says Anthropic is set to spend $900B on compute but buys “relatively little” in advance compared with rivals. Anthropic locks in a modest amount of cheaper capacity to limit exposure if demand falls short, and plans to rent more at the prevailing spot price if demand is strong.
SourceRohan Paul (@rohanpaul_ai) ↗Rohan Paul (@rohanpaul_ai) ↗