Anthropic 下注 100 亿美元 Volta,一家成立仅 6 个月的云创企
anthropic 与由 nvidia 和 a16z 支持的初创公司 volta 签订了价值 100 亿美元、为期 6 年的算力协议。该协议锁定了用于训练未来模型的关键 133mw 容量。
anthropic locked in $10b worth of compute capacity from volta infra holdings, a cloud startup founded in early 2026, to secure 133mw of nvidia's upcoming vera rubin chips. the six-year deal utilizes bitdeer's norwegian data center and includes two deployment phases through 2027, directly backed by nvidia, dell, and a16z. this move highlights intensifying demand for dedicated ai infrastructure, with volta raising $300m and creating a $5b financing pool to offset chip costs. critics suggest these complex financial and supply chain dependencies could amplify risks if ai market demand falters. the arrangement underscores how ai labs are circumventing big tech cloud bottlenecks to secure training power.