该算力来自挪威 Tydal 数据中心，由 Bitdeer Technologies 运营，配备 Nvidia Vera Rubin 芯片，总容量 133 兆瓦，分两阶段于 2027 年 3 月前交付。
Anthropic 正与 Volta Infra Holdings 锁定价值 100 亿美元的计算能力，这是一家仅成立几个月的云计算创业公司。根据彭博社：https://www.bloomberg.com/news/articles/2026-08-04/anthropic-inks-10-billion-computing-deal-with-new-cloud-startup， 这笔交易为期六年。这些计算能力来自挪威 Tydal 的一个数据中心，那里 Bitcoin 矿工 Bitdeer Technologies 运营着由水力发电支持的基础设施，配备了 Nvidia 最新的 Vera Rubin 芯片。Volta 表示，该计算能力为 133 兆瓦，并将在 2027 年 3 月通过两个阶段交接。公司表示，近期已为数据中心确保了 1 吉瓦的电力供应。公告发布后，Bitdeer 股价上涨了 14%。
Volta 由前资产管理公司 Brookfield 的经理于 2026 年初创立。公司已经筹集了 3 亿美元的风险投资：https://finance.yahoo.com/technology/ai/articles/nvidia-dell-back-ai-cloud-110004506.html，并与 Anthropic 的交易同期进行，由 Andreessen Horowitz 和 Altimeter Capital 领投。Nvidia 和 Michael Dell 也进行了投资，使公司估值达到 24 亿美元。除此之外，Volta 还设立了一个 50 亿美元的融资池，以帮助客户预付昂贵 AI 芯片的费用。
Anthropic 正在积极扩大其计算能力。公司已与 Google 和 Broadcom 签订了协议：https://the-decoder.com/anthropic-signs-multi-gigawatt-tpu-deal-with-google-and-broadcom/，Amazon：https://the-decoder.com/amazon-pours-33b-into-anthropic-which-promises-to-spend-100b-right-back-on-aws/，SpaceX：https://the-decoder.com/anthropic-taps-spacexs-colossus-1-data-center-for-220000-gpus-to-power-claude/，以及 AMD 有合作。批评人士警告称，芯片供应商与 AI 开发商之间错综复杂的依赖关系可能在 AI 需求未达预期时放大损失。Volta 自身就很好地体现了这一模式。Nvidia 既是该初创公司的投资者，也是其部署芯片的供应商。Ad DEC_D_Incontent-1 Ad
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Anthropic is locking in $10 billion worth of computing capacity from Volta Infra Holdings, a cloud startup that's only a few months old. The deal runs six years, according to Bloomberg：https://www.bloomberg.com/news/articles/2026-08-04/anthropic-inks-10-billion-computing-deal-with-new-cloud-startup. The compute comes from a data center in Tydal, Norway, where Bitcoin miner Bitdeer Technologies runs hydropower-fed infrastructure packed with Nvidia's latest Vera Rubin chips. Volta puts the capacity at 133 megawatts, with handoff happening in two phases through March 2027. The company says it has secured 1 gigawatt of power for data centers in the near term. Bitdeer's stock jumped 14 percent after the announcement.
Volta was founded in early 2026 by former managers from asset manager Brookfield. The company has raised $300 million in venture capital：https://finance.yahoo.com/technology/ai/articles/nvidia-dell-back-ai-cloud-110004506.html alongside the Anthropic deal, led by Andreessen Horowitz and Altimeter Capital. Nvidia and Michael Dell also invested, putting the valuation at $2.4 billion. On top of that, Volta has set up a $5 billion financing pool to help customers front the cost of expensive AI chips.
Anthropic is scaling its compute capacity aggressively. The company already has agreements in place with Google and Broadcom：https://the-decoder.com/anthropic-signs-multi-gigawatt-tpu-deal-with-google-and-broadcom/, Amazon：https://the-decoder.com/amazon-pours-33b-into-anthropic-which-promises-to-spend-100b-right-back-on-aws/, SpaceX：https://the-decoder.com/anthropic-taps-spacexs-colossus-1-data-center-for-220000-gpus-to-power-claude/, and AMD. Critics warn that the tangled dependencies between chip suppliers and AI developers could amplify losses if AI demand falls short of expectations. Volta itself shows the pattern well. Nvidia is both an investor in the startup and the supplier of the chips it deploys. Ad DEC_D_Incontent-1 Ad
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