[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio8b7aa3fe":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,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio8b7aa3fe","Anthropic牵手特朗普关联公司RUM-Group(RUM)！137亿美元算力大单引发利益冲突担忧","\u002Fdoc\u002Fdcio8b7aa3fe","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，据媒体援引知情人士消息报道，Anthropic已与RUM Group(RUM)签署一份为期六年、总价值137亿美元的算力合同。RUM Group上月23日在监管文件中披露了这份137亿美元的合同，但当时未披露交易对手方。受此消息提振，截至发稿，RUM Group周一美股盘前大涨逾11%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>这笔交易最引人注目之处在于，Anthropic获得了以每股1美分的价格购买至多5,100万股RUM Group股份的期权。以RUM Group 9月11日7.17 美元的收盘价计算，若全额行权，Anthropic按当前价格可实现逾3.6亿美元的账面收益。不过，行权规模与Anthropic实际向RUM Group购买的算力规模挂钩。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>与Rum Group的合同是Anthropic过去一年签署的一系列算力协议中的最新一笔。随着市场对Claude Code、Cowork两款产品的需求爆发，争夺AI模型训练与推理所需算力资源的竞争也在加剧，过去一年Anthropic接连签下多笔云计算采购大单。合作对象既包括谷歌(GOOGL)这类大型云厂商，也有SpaceX(SPCX)以及Nscale等算力服务商。上述全部协议合计至少可提供至少14.8吉瓦的算力规模，未来十年的成本估计则高达5,170亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>前身为Rumble的Rum Group运营着广受保守派群体欢迎的视频分享平台Rumble，特朗普的Truth Social社交平台也托管在该平台上。其早期投资者包括最早、最坚定支持特朗普的硅谷大佬彼得·蒂尔和美国副总统J.D.万斯。今年6月，该公司以约7.67亿美元收购了德国新型云服务商Northern Data，正式入局AI云业务。通过此次收购，该公司获得约22,000块英伟达Hopper架构GPU——H100和H200——以及佐治亚州的一处数据中心选址，随后更名为Rum Group。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Anthropic计划向Rum Group目前正在建设中的佐治亚州梅斯维尔数据中心租赁算力。然而，该设施的电网接入容量仅为120兆瓦，完工时间表仍不确定。在上月的文件中，Rum Group表示尚未落实数据中心建设和设备采购所需的资金，并计划通过额外的债务和股权融资来覆盖成本。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Anthropic与特朗普关系密切的Rum Group签署算力合同引发了对利益冲突的担忧。投资资讯媒体TradingKey分析认为，与Rum Group合作可能会在Anthropic首次公开募股(IPO)过程中加大其估值波动。如果这一安排引来利益冲突或采购监管方面的审查，可能会引发投资者担忧。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>不过，另一种截然不同的解读认为，与特朗普政府的友好关系实际上可能有利于Anthropic未来赢得大型政府及国防合同。随着各AI公司积极争取美国联邦政府和国防部的云与AI基础设施项目，政治人脉可能转化为商业机会。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>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>\n\u003Cp>\u003Cspan>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 href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FU\u002FU\u002FU.jpg","2026-09-14T14:49:16","2026.09.14","2026\u002F09\u002F14",38260,[22],"U","Article",0,"免费","success",{"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":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\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\" 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,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"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","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"]