Nvidia Rubin 컴퓨트 부족이 다가오는 가운데 Anthropic, Volta에 $10B 베팅
Anthropic은 Nvidia Vera Rubin 용량 133MW를 확보하기 위해 Volta와 6년간 $10B 규모의 클라우드 계약을 체결했다. 이는 컴퓨트 부족이 여전히 프론티어 모델 훈련의 주요 병목으로 남아 있음을 시사한다.
anthropic inked a reported $10b, six-year agreement with startup volta to secure 133mw of data center capacity in norway, powered by nvidia's upcoming vera rubin architecture. volta, founded this year and backed by crypto-miner bitdeer, joins anthropic's recent roster of high-profile compute partners including spacex and amazon. this massive capital expenditure underscores that access to state-of-the-art compute remains the critical differentiator for ai labs. as competition intensifies, securing exclusive hardware supply lines is becoming as strategic as model development itself.