Anthropic、存在をほとんど知られていなかった設立6ヶ月のクラウド企業Voltaに100億ドルを投じる
Anthropicは、NVIDIAとa16zが支援するスタートアップVoltaと6年間・100億ドルのコンピュート契約を締結した。この契約により、将来のモデル訓練に不可欠な133MWの容量が確保される。
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.