Anthropic, 아무도 존재를 몰랐던 6개월 차 클라우드 Volta에 100억 달러 베팅
Anthropic은 NVIDIA와 a16z가 투자한 스타트업 Volta와 100억 달러 규모 6년 컴퓨팅 계약을 체결했다. 이 계약은 향후 모델 학습에 필수적인 133MW 용량을 확보한다.
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.