Anthropic on Wednesday said it had signed an ambitious new data center partnership with U.K.-based neocloud provider Fluidstack, committing $50 billion to building facilities across the U.S. to meet its growing compute needs. The data centers will be located in Texas and New York, and come online throughout 2026. The company described the sites as “custom built for Anthropic with a focus on maximizing efficiency for our workloads.” “We’re getting closer to AI that can accelerate scientific discovery and ...

亚马逊投资Anthropic - 亚马逊对Anthropic的80亿美元投资正成为行业内最具增值潜力的AI投资之一 [1] - Anthropic的Claude系列模型迅速成为行业实际标准模型 [1] 分析师背景 - 分析师拥有机械工程博士学位 早期职业为工程师 后转型为开发与量化分析混合角色 [1] - 曾在美国最大保险公司投资部门担任固定收益专家 专注于为交易台开发数学模型 [1] - 所在投资部门固定收益市场表现持续超越行业平均水平 位列全球顶级资产管理机构 [1] 持仓披露 - 分析师通过股票、期权或其他衍生品持有亚马逊多头头寸 [2]