● Infra04.11.2026 · 00:078 nguồn

Anthropic vẫn đang vật lộn với kinh tế tính toán

Theo techcrunch.com

AI;DR

Trong thời điểm biên lợi nhuận tính toán của Anthropic lẽ ra phải cải thiện thì lại đang xấu đi.

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Nguồn

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SUPPORT@firstadopter22:52 3 thg 11“3.5 GWs is nearly exactly what OpenAI estimated Anthropic would have back in April!”x.com
SUPPORT@edzitron0:43 4 thg 11“with $437bn in non-cancellable commitments and a minimum $330bn spend through 2030.”x.com
SUPPORT@shanumathew9321:35 3 thg 11“Year-end and 2027 targets are both down roughly 30%(!) in ~2 months if you believe this NYT report.”x.com
SUPPORT@stocksavvyshay19:55 3 thg 11“more than 3.5 GW of computing power by the end of this year which is equivalent to output of 3 large nuclear reactors.”x.com
SUPPORT@tengyanai10:49 4 thg 11“purchase commitments went from ~$55B to ~$266B in six months”x.com