
顶级芯片制造商台积电准备向Anthropic和OpenAI投资10亿美元。这将使这家台湾芯片制造商直接持有领先人工智能开发商的股份,而与此同时,其自身的芯片代工业务已从人工智能数据中心的建设热潮中获利丰厚。
Top chip manufacturer TSMC is ready to invest $1 billion in Anthropic and OpenAI. That would give the Taiwanese chipmaker direct stakes in leading AI developers, even as its own contract chipmaking business has profited enormously from the AI data center buildout.
据路透社报道,这家芯片制造商的董事会批准了相关计划,拟向OpenAI预留供大型投资者认购的优先股投资至多5亿美元,另以Anthropic预期的IPO价格购买其普通股5亿美元。《华尔街日报》报道称,这样的投资可能给市场“注入一剂信心,因为人工智能交易正显现出承压迹象”。
The chipmaker’s board approved plans to invest up to $500 million in OpenAI preferred stock reserved for large investors and another $500 million to purchase Anthropic common shares at the latter’s expected IPO price, according to Reuters. Such an investment may give markets “a shot of confidence as the artificial-intelligence trade shows signs of strain,” The Wall Street Journal reported.
但据《华尔街日报》报道,分析师也警告称,投资者、供应商和客户之间这种循环融资,已使外界难以评估市场对人工智能相关硬件和服务的真实需求。
But analysts also warned that such circular financing among investors, suppliers, and customers has made it difficult to evaluate real market demand for AI-related hardware and services, according to the Journal.