[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio1ce3a9ea":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio1ce3a9ea","算力荒愈演愈烈？马斯克：SpaceX仅向Anthropic短租半年算力-紧张时或收回","\u002Fdoc\u002Fdcio1ce3a9ea","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，SpaceX首席执行官埃隆·马斯克周四表示，SpaceX仅同意将Colossus AI训练数据中心集群租赁给Anthropic六个月，但他补充说，该协议“有可能”延长至数年。马斯克表示“SpaceX并未承诺将Colossus出租多年，尽管这种情况确实可能发生。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">据此前报道，本月初，Anthropic与马斯克旗下xAI(已被SpaceX收购，并改名为SpaceXAI)达成协议，采购300兆瓦计算量。根据协议，Anthropic自签约起至2029年5月，每月向xAI支付12.5亿美元，以使用位于田纳西州孟菲斯的Colossus和Colossus II数据中心集群的计算能力。这笔交易预计将为xAI带来超400亿美元收入。SpaceX上周在监管文件中表示，双方均可提前90天通知终止协议。该文件中并未提及为期六个月的租赁协议。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">尽管AI数据中心建设热潮正在如火如荼地进行中，但需求的持续增长令当前的算力供不应求。Anthropic与SpaceX达成的合作协议正是该公司为满足需求而四处搜罗算力资源的最新举措。据此前报道，Anthropic已承诺在未来五年内向谷歌云支付约2000亿美元，用于训练和部署Claude的云算力支出。这一投资规模是Anthropic此前与谷歌达成的多份合作协议的反映。去年10月，Anthropic宣布扩大对谷歌云TPU芯片的使用，谷歌则将为Anthropic提供逾1吉瓦的算力并于今年投入使用。上月，Anthropic与谷歌和博通(AVGO)达成一项新的合作协议，以获取约3.5吉瓦的TPU(张量处理单元)算力资源，预计将从2027年起陆续上线。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">但马斯克解释称，该协议是一份为期180天的租赁合同，此后双方均可提前90天通知终止。马斯克在社交平台上表示“短期租期是我们提出的要求，并非Anthropic方面。”“我们不会让他们陷入困境，并将提供合理的退出方案，但如果计算资源变得极其紧张，我曾表示我们可能需要在某个时候收回这些资源。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">SpaceX对Anthropic出租算力被视为该公司向“算力服务商”属性的角色延伸，也有助于缓解其数据中心建设与运营带来的高额成本压力。根据IPO文件，SpaceX的AI业务部门在截至3月的季度中实现营收8.18亿美元，但运营亏损约25亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">马斯克上周在社交平台上曾表示，正与其他企业洽谈同类服务合作，布局AI计算服务商业化。马斯克还表示，随着在轨数据中心建设推进，SpaceX未来将具备大规模AI服务供给能力，持续拓展商业合作边界，助力人工智能产业算力支撑体系建设。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]