近几个月来,Anthropic 一直在积极寻求云合作伙伴,而其最新的举动据报道是与 AI 云初创公司 Volta 达成价值 100 亿美元的交易。
彭博社最初报道:https://www.bloomberg.com/news/articles/2026-08-04/anthropic-inks-10-billion-computing-deal-with-new-cloud-startup Volta 成立于今年早些时候:https://www.thetimes.com/business/technology/article/volta-british-ai-start-up-valuation-nvidia-nqf67xfv8,将在六年期间为 Claude 制造商提供云计算服务。
在这笔交易中,Volta 有一个合作伙伴 Bitdeer,一家加密矿业公司,将协助开发数据中心以提供计算能力。该设施将位于挪威,提供 133 兆瓦的容量。它将由 Nvidia 的 Vera Rubin 系统供能:https://techcrunch.com/2026/01/05/nvidia-launches-powerful-new-rubin-chip-architecture/,这是芯片制造商最先进的 AI 芯片架构。
Volta 是 Nvidia 云合作伙伴计划的一部分:https://newsfile.refinitiv.com/getnewsfile/v1/story?guid=urn:newsml:reuters.com:20260804:nBw6Wl76La&default-theme=true,该计划是一个 AI 云提供商联盟,这些提供商在其数据中心使用 Nvidia 的 GPU。
Volta 曾谈过与一家 AI 实验室的合作,但未提及具体的公司。彭博社最初引用了知情匿名消息源。TechCrunch 已联系 Anthropic 以获取更多信息。
Anthropic has been on a cloud partnership spree in recent months, and its latest move is reportedly a $10 billion deal with AI cloud startup Volta.
Bloomberg originally reported:https://www.bloomberg.com/news/articles/2026-08-04/anthropic-inks-10-billion-computing-deal-with-new-cloud-startup that Volta, founded earlier this year:https://www.thetimes.com/business/technology/article/volta-british-ai-start-up-valuation-nvidia-nqf67xfv8, will provide cloud compute to the Claude maker over a six-year period.
Volta has a partner in this deal, Bitdeer, a crypto-mining company that will help develop the data center to provide the compute capacity. That facility will be located in Norway and will deliver a 133 megawatt capacity. It will be fueled by Nvidia’s Vera Rubin systems:https://techcrunch.com/2026/01/05/nvidia-launches-powerful-new-rubin-chip-architecture/, the chipmaker’s state-of-the-art AI chip architecture.
Volta is part of Nvidia’s Cloud Partner program:https://newsfile.refinitiv.com/getnewsfile/v1/story?guid=urn:newsml:reuters.com:20260804:nBw6Wl76La&default-theme=true, which is a consortium of AI cloud providers that use Nvidia’s GPUs in their data centers.
Volta had spoken about a deal with an AI lab but hadn’t named the specific company it was working with. Bloomberg originally cited anonymous sources familiar with the deal. TechCrunch reached out to Anthropic for more information.
Anthropic has sought to aggressively expand its compute capacity over the last several months as it wages a corporate battle with its competitors. The company also recently announced new compute deals with the likes of SpaceX:https://www.anthropic.com/news/higher-limits-spacex and Amazon:https://www.aboutamazon.com/news/company-news/amazon-invests-additional-5-billion-anthropic-ai.
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情报判断
Aioga 编辑摘要
Anthropic reportedly与AI云初创公司Volta达成一项为期六年的100亿美元云计算协议,Volta将提供算力。相关数据中心计划位于挪威,容量为133兆瓦,并采用Nvidia Vera Rubin芯片架构。