Anthropic 投資 500 億美與 Fluidstack 合作蓋資料中心

☘️ Article

• Anthropic 投資 500 億美與 Fluidstack 合作蓋資料中心
• " 今天，我們宣布將投資 500 億美元用於美國計算基礎設施建設，與 Fluidstack 合作在德克薩斯州和紐約州建設資料中心，未來還將建造更多站點。這些設施是為 Anthropic...
• Anthropic 投資 500 億美與 Fluidstack 合作蓋資料中心
• " 今天，我們宣布將投資 500 億美元用於美國計算基礎設施建設，與 Fluidstack 合作在德克薩斯州和紐約州建設資料中心，未來還將建造更多站點。這些設施是為 Anthropic 量身定制的，旨在最大限度地提高我們工作負載的效率，從而支持我們在前沿領域持續進行研發工作。"
• 以下是九月 td cowen 的 channel check，認為 fluidstack 是和 Google 買 racks 作為 TPUaaS 提供給 Anthropic 做使用
• "As for Google's involvement, our understanding is that Fluidstack (which signed a 360MW deal with TeraWulf in August) will act as a TPUaaS provider to Anthropic as our checks indicate that Fluidstack has agreed to purchase ~1.2GW of fully-integrated TPU racks from Google. In turn, Fluidstack is looking to lease capacity in 80MW blocks (with our July channel checks indicating it was active in the market with three 160MW deals) to support these Google TPUs. To support Fluidstack's expansion and the use of its TPUs, our understanding is that Google is providing parent guarantees for Fluidstack leases, as we saw with the TeraWulf deal. Furthermore, our understanding is that these workloads are location agnostic, which we believe represents an attractive opportunity for the other historical Bitcoin miners focused on the HPC opportunity including Applied Digital (APLD), Riot Platforms (RIOT), and Hut8 (HUT). To that point, we find Riot's site in Corsicana, Texas as attractive given its proximity to Dallas and the density of AI workloads emerging in Texas (specifically West Texas)."
• Anthropic invests $50 billion in American AI infrastructure \ Anthropic

✍️ Abstract

Anthropic 投資 500 億美與 Fluidstack 合作蓋資料中心

• Anthropic 宣布投資 500 億美元用於美國計算基礎設施建設
• 與 Fluidstack 合作在德克薩斯州和紐約州建設資料中心
• 這些設施是為 Anthropic 量身定制的，旨在最大限度地提高工作負載的效率
• Fluidstack 將作為 TPUaaS 提供者，與 Google 合作購買約 1.2GW 的 TPU racks
• Google 提供父公司擔保以支持 Fluidstack 的租賃