Anthropic 与 Nscale 达成 450 亿美元协议，延续大举采购算力态势

据一位知情人士向 TechCrunch 透露，Anthropic 已签署一项协议，将从英国 AI 基础设施公司 Nscale 租用价值约 450 亿美元的 AI 算力。

成立于 2024 年的 Nscale 已经与包括 Microsoft 在内的企业达成合作。该公司将通过 Nvidia 的 Vera Rubin 芯片——其最新的尖端芯片系统——为 Anthropic 提供算力。

Vera Rubin 系统由六种不同芯片协同工作，被视为芯片设计的前沿。该知情人士称，这些算力预计将于 2027 年末开始为这家 AI 实验室的服务提供支持。

这项交易最先由 Bloomberg 报道，只是 Anthropic 近期一系列算力合作中的最新一笔。Bloomberg 写道，该协议期限为六年，计算能力将来自 Nscale 位于西弗吉尼亚州的旗舰数据中心。

过去八个月，Anthropic 一直在积极扩大其算力规模，以便更好地与竞争对手展开竞争，尤其是 OpenAI。

本月早些时候，Anthropic 与 AI 云服务初创公司 Volta 签署了一项价值 100 亿美元的协议。Volta 于今年 1 月成立，该协议为 Anthropic 锁定了来自挪威一座数据中心、为期六年的云计算能力供应。7 月，该公司还与 AMD 签署了一项价值 50 亿美元、与算力相关的协议。

几个月前的 5 月，Anthropic 透露已与 SpaceX 达成一项大规模计算协议。SpaceX 由 Elon Musk 运营；Musk 与 OpenAI CEO Sam Altman 的竞争关系，使他成为 Anthropic 一个颇为意外的盟友。该协议从 SpaceX 两个不同的数据中心获取计算能力，据报道，每月为 Anthropic 提供价值 12.5 亿美元的算力容量。

4 月，Anthropic 还签署协议，大幅扩展与 Amazon 的合作，获得额外5 吉瓦算力。同月，该公司还扩大了与 Google 和 Broadcom 的合作关系，进一步增加了算力容量。

Anthropic 并非唯一热衷于追逐更多 AI 算力的企业。尽可能争夺算力容量的竞赛仍在持续，Google、OpenAI 和 Meta 等其他主要参与者都在采取类似路线。

Anthropic has signed a deal to rent about $45 billion in AI compute from Nscale, a British AI infrastructure company, a source familiar with the deal told TechCrunch.

Nscale, founded only in 2024, has already cut deals with the likes of Microsoft and will supply Anthropic with compute via Nvidia’s Vera Rubin chips, its new state-of-the-art chip system.

The Vera Rubin system combines six different chips working in concert and is considered the cutting edge of chip design. The compute capacity is expected to start powering the AI lab’s services in late 2027, the source said.

The deal, first reported by Bloomberg, is only the latest in a spree of compute partnerships for Anthropic. Bloomberg writes that the deal spans six years, with the computing power coming from Nscale’s flagship data center in West Virginia.

Over the past eight months, Anthropic has aggressively scaled up its compute capacity in an effort to better compete with rivals, most notably OpenAI.

Earlier this month, Anthropic signed a $10 billion deal with AI cloud startup Volta — founded in January — securing a six-year supply of cloud computing power from a data center in Norway. In July, the company also signed a $5 billion compute-related deal with AMD.

A few months before that, in May, Anthropic revealed it had entered into a large computing deal with SpaceX (run by Elon Musk, whose rivalry with OpenAI CEO Sam Altman has made him an unlikely ally of Anthropic). That deal draws computing capacity from two different SpaceX data centers and is reportedly providing Anthropic with $1.25 billion worth of capacity each month.

In April, Anthropic also signed a deal to significantly expand its partnership with Amazon, gaining access to an additional 5 gigawatts of compute. That same month, the company also expanded its relationship with Google and Broadcom, adding even more power capacity.

Anthropic is hardly alone in its enthusiastic pursuit of more AI horsepower. The race to gobble up as much compute capacity as possible is ongoing, with other major players — including Google, OpenAI, and Meta — all following a similar track.