Anthropic 据报道签约高达 5170 亿美元算力协议，锁定至少 14.8 GW 算力

据 The Information 报道，Anthropic 在十一个月内签订了高达 5170 亿美元的计算合同：https://www.theinformation.com/articles/17777。自 2025 年 10 月以来，该公司在已拥有的一至两吉瓦计算能力基础上，至少锁定了 14.8 吉瓦的计算能力，并计划建设自己的数据中心。总规划容量可能仍不足以达到 OpenAI 到 2030 年 30 吉瓦的目标，不过 The Information 指出，Anthropic 的许多合同延续时间远超该日期，这使得直接比较变得复杂。目前，两家公司都无法仅凭收入来支撑这些承诺。据彭博社报道，Anthropic 的年化收入超过 650 亿美元。截至七月，OpenAI 的收入超过 400 亿美元。

2026 年初，Anthropic CEO Dario Amodei 警告不要投资过快：https://the-decoder.com/anthropic-ceo-dario-amodei-suggests-openai-doesnt-really-understand-the-risks-theyre-taking/，称竞争对手“并不真正了解他们正在承担的风险”。现在，Anthropic 却成了赶超的那一方。同时，OpenAI CEO Sam Altman 则呼吁谨慎：https://the-decoder.com/openai-ceo-sam-altman-warns-of-unsustainable-silliness-in-compute-buildout/，并警告新兴云提供商的“不可持续的愚蠢行为”。他认为，技术进步可能会让今天昂贵的项目变成错误的投资。

保持对人工智能的关注。内容清晰、有用，无废话。

关注 The Decoder 了解人工智能新闻、背景故事和专家分析。

解码器：https://the-decoder.com/

Anthropic has signed compute contracts worth up to $517 billion in eleven months, according to The Information：https://www.theinformation.com/articles/17777. Since October 2025, the company has locked in at least 14.8 gigawatts of computing power on top of the one to two gigawatts it already had and is planning its own data centers. Total planned capacity likely still falls short of OpenAI's 30-gigawatt target for 2030, though many of Anthropic's contracts extend well past that date, making a direct comparison tricky, The Information notes. Neither company can cover these commitments from revenue alone just yet. Anthropic's annualized revenue topped $65 billion, according to Bloomberg. OpenAI was above $40 billion as of July.

In early 2026, Anthropic CEO Dario Amodei warned against investing too fast：https://the-decoder.com/anthropic-ceo-dario-amodei-suggests-openai-doesnt-really-understand-the-risks-theyre-taking/, saying competitors "don't really understand the risks they're taking." Now Anthropic is the one racing to catch up. OpenAI CEO Sam Altman, meanwhile, is urging caution：https://the-decoder.com/openai-ceo-sam-altman-warns-of-unsustainable-silliness-in-compute-buildout/ and warning about "unsustainable silliness" from neo-cloud providers. Technical progress, he argues, could turn today's expensive projects into bad bets.

Stay in the loop on AI. Clear, useful, no fluff.

Follow The Decoder for AI news, background stories and expert analyses.

The Decoder：https://the-decoder.com/