纽约，9月29日：据路透社看到的一份机密IPO招股说明书显示，Anthropic预计将在未来十年内与六家合作伙伴合作，投入至少5180亿美元建设人工智能基础设施。这一计划位列有史以来最大的人工智能建设承诺之列。
NEW YORK, Sept 29 : Anthropic said it expects to spend at least $518 billion over a decade building AI infrastructure with six partners, according to a confidential IPO prospectus seen by Reuters — a plan that ranks among the largest AI buildout commitments on record.
该人工智能实验室在招股说明书中表示，这笔资金中约80%是不可取消的，或者无论使用情况如何都必须支付。Anthropic向投资者表示，这些承诺是必要的，因为获取计算能力正成为人工智能发展的关键制约因素，未来对先进人工智能系统的需求很可能超过可用供应，并且将“主要受计算资源可用性的限制”。
The AI lab said in the prospectus that about 80 per cent of that sum is non-cancelable or requires payment regardless of usage. Anthropic is telling investors the commitments are necessary because access to computing power is becoming the key constraint on AI development, as future demand for advanced AI systems is likely to exceed available supply and will be "limited principally by the availability of compute."
该公司表示，计划在未来七到十年内，根据长期基础设施服务义务，向Alphabet旗下的谷歌支付至少1111亿美元，向亚马逊支付1100亿美元，向微软支付314亿美元，且这些支付“无论使用情况如何”均需执行。根据招股说明书，Anthropic还单独承担了约1612亿美元的与博通相关的设备租赁义务，其中大部分是不可取消的。Anthropic已于六月向美国证券交易委员会秘密提交IPO申请，但其文件尚未公开披露。Anthropic未立即回应关于该申报文件的置评请求。
The company said it plans to spend at least $111.1 billion with Alphabet's Google, $110 billion with Amazon and $31.4 billion with Microsoft under long-term infrastructure service obligations over the next seven to 10 years "regardless of usage." Anthropic is separately carrying about $161.2 billion of Broadcom-related equipment lease obligations that are largely non-cancelable, according to the prospectus. Anthropic filed for an IPO confidentially with the Securities and Exchange Commission in June but its paperwork has not been publicly disclosed. Anthropic did not immediately respond to a request for comment about the filing.
该公司表示，其承诺在2026年4月至2033年7月期间向谷歌付款，在2026年5月至2036年4月期间向亚马逊付款。
The company said it committed to pay Google between April 2026 and July 2033 and Amazon between May 2026 and April 2036.
“如果我们的实际支出低于承诺金额，我们必须向谷歌支付差额，”该公司表示，并补充称与亚马逊的协议也适用类似条款。
"If our actual spend falls short, we must pay Google the difference," the company said, adding that similar terms apply to its Amazon agreement.
它补充说，其在2026年11月至2033年5月期间向微软支付的314亿美元承诺“不可取消，除非微软发生未纠正的重大违约”。Anthropic还表示，与博通的租赁安排对双方均不可取消，除非发生违约。与 xAI 和 AMD 的额外合作该公司还披露了与埃隆·马斯克旗下 xAI 达成的协议，该协议可能导致到 2029 年在基于英伟达的计算能力上投入高达 845 亿美元，且大部分可以在 90 天通知后取消。
It added its commitment with Microsoft of $31.4 billion between November 2026 and May 2033 "is non-cancelable except in the event of Microsoft's uncured material breach." Anthropic also said the lease arrangements with Broadcom are non-cancelable by either party except in the case of a default. ADDITIONAL PARTNERSHIPS WITH XAI, AMD The company also disclosed agreements with Elon Musk's xAI that could result in up to $84.5 billion of spending for Nvidia-based computing capacity through 2029 that are largely cancelable with a 90-day notice.
文件还显示了与超威半导体（AMD）日益加深的关系，后者承诺购买价值高达 50 亿美元的 Anthropic 股票，并提供预计超过 200 亿美元的 AI 计算能力。
The filing also showed a deepening relationship with Advanced Micro Devices, which committed to buying up to $5 billion of Anthropic stock and to supply AI computing capacity expected to exceed $20 billion.
这一总体数字的规模与 OpenAI 的“星际之门”（Stargate）项目相当，该项目是一项耗资 5000 亿美元的 AI 基础设施计划，其成本预计将由 OpenAI、软银、甲骨文和 MGX 共同分担。转向自有基础设施Anthropic 表示，公司正越来越多地构建自己的 AI 基础设施，从纯云端模式转向专用数据中心和直接租赁芯片。
The overall figure is comparable in scale to OpenAI's Stargate project, a $500 billion AI infrastructure plan whose costs are expected to be shared among OpenAI, SoftBank, Oracle and MGX. SHIFT TO OWN INFRASTRUCTURE Anthropic said it is increasingly building its own AI infrastructure, shifting from a cloud-only model toward dedicated data centers and directly leased chips.
该公司指出，其对亚马逊、谷歌和微软的依赖是一个关键风险，因为这些公司在提供计算基础设施和分销渠道的同时，也在开发竞争性的 AI 模型。
It flagged a key risk in its dependence on Amazon, Google and Microsoft, which provide computing infrastructure and distribution while also developing rival AI models.
该公司表示，这三家科技巨头同时扮演着投资者、客户、云服务提供商、分销商和竞争对手等多重角色，这种多重身份所产生的激励机制“可能与 Anthropic 的利益并不完全一致”。
The company said the three tech giants occupy multiple roles at once as investors, customers, cloud providers, distributors and competitors, creating incentives that "may not be fully aligned" with Anthropic's interests.
该公司称：“如果我们从第三方获得的计算资源被削减、重新定价或终止……我们的业务、财务状况和经营业绩可能会受到不利影响。”
"If the compute we have access to from third parties is curtailed, repriced, or terminated ... our business, financial condition, and results of operations could be adversely affected," it said.