Anthropic在过去一个月与微软和谷歌签署了新承诺，计划在2033年前再花费约100亿美元租用云服务器，超出此前披露的金额，该公司周二在一份文件中表示。
Anthropic in the past month inked new commitments with Microsoft and Google to spend roughly $10 billion more to rent cloud servers between now and 2033 than it previously disclosed, the company said in a filing on Tuesday.
与此同时，Anthropic表示，与较小的云服务商Lambda签署的349亿美元服务器空间租赁协议可能被取消，原因是Lambda未能在双方商定的期限前建成数据中心。不过，Anthropic表示，虽然它拥有取消该协议的合同权利，但目前“无意”这样做。
At the same time, Anthropic said a $34.9 billion agreement to lease server space from the smaller cloud firm Lambda could be cancelled because Lambda didn’t set up a data center by a deadline both firms had agreed to. Still, Anthropic said that while it has the contractual rights to cancel that deal, it does not “currently intend” to do so.
这些新披露显示，Anthropic仍渴望获取更多算力来训练和运行其AI模型，即使它正在审视来自Lambda等较小云服务商承诺的时机。这也表明，Lambda与许多同行一样，正努力以足够快的速度将产能投入运营以满足需求。
The new disclosures show how Anthropic remains hungry for additional computing power to train and run its AI models, even as it scrutinizes the timing of commitments from smaller cloud firms like Lambda. It also shows how Lambda, like many of its peers, is struggling to bring capacity online fast enough to meet demand.
这些更新承诺是在Anthropic上月底在其S-1文件中披露的约6500亿美元总计划云支出基础上增加的。这家初创公司现在承诺在2033年前在微软Azure云上花费492亿美元，较上月的449亿美元有所增加；在谷歌云上花费1216亿美元，较上月的1145亿美元有所增加。周二的文件显示，其此前承诺在博通上花费1612亿美元、在SpaceX上花费1205亿美元、在亚马逊上花费1100亿美元，以及与其他云服务商的较小协议，均与上月保持不变。
The updated commitments build on the roughly $650 billion in total planned cloud spending that Anthropic disclosed in its S-1 filing late last month. The startup has now committed to spend a total of $49.2 billion on Microsoft’s Azure cloud, up from $44.9 billion as of last month, and $121.6 billion on Google Cloud, up from $114.5 billion last month, by 2033 as of Tuesday’s filing. Its preexisting deals to spend $161.2 billion on Broadcom, $120.5 billion on SpaceX, and $110 billion on Amazon, along with smaller agreements with other cloud providers, remain unchanged from last month.
Anthropic还警告称，它可能需要签订更多短期算力合同以满足需求，并表示这些合同比长期合同贵得多，这些交易可能会在“近期”压缩其经营利润率。该公司第三季度报告了5.67亿美元的经营亏损，而上一季度为9.74亿美元的经营利润，它将此主要归因于此类短期算力交易。
Anthropic also warned that it will likely need to enter into more short-term compute contracts to meet demand, which it said are significantly more expensive than longer term contracts, and said those deals are likely to compress its operating margins “in the near term.”The company reported a $567 million operating loss in the third quarter, compared to a $974 million operating profit in the quarter prior, which it attributed primarily to such short-term compute deals.