Anthropic 下注 100 億美元 Volta，一家成立僅 6 個月的雲創企
anthropic 與由 nvidia 和 a16z 支持的初創公司 volta 簽訂了價值 100 億美元、為期 6 年的算力協議。該協議鎖定了用於訓練未來模型的關鍵 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.