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谷歌联手博通等为Anthropic提供芯片与数据中心融资

Google moves billions in Anthropic chip risk off its balance sheet

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关注AI基础设施投融资的同学值得一看,谷歌通过结构化融资将芯片供应风险转移,涉及巨头合作与巨额合同,对产业链格局有影响。

Google is working with Broadcom, Apollo, Blackstone, and Morgan Stanley on a multibillion-dollar financing structure that supplies Anthropic with AI chips and data centers while keeping most of the risk off Google's balance sheet. The setup leaves roughly $200 billion in contracts dependent on Anthropic's continued growth and ability to make its lease payments.

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