SpaceX to rent data centre capacity to Anthropic - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号):
请您阅读我们的用户注册协议隐私权保护政策,点击下方按钮即视为您接受。
商业快报

SpaceX to rent data centre capacity to Anthropic

AI start-up is racing to add computing power to keep up with its growth
00:00

{"text":[[{"start":9.3,"text":"Anthropic has struck a deal with Elon Musk’s SpaceX to access computing power from its Colossus 1 data centre, adding to the AI start-up’s web of deals as it seeks enough capacity to run its popular models."}],[{"start":21.8,"text":"The Claude AI maker will take more than 300 megawatts of computing power at SpaceX’s huge Tennessee data centre, which houses hundreds of thousands of advanced Nvidia processors, the companies announced on Wednesday. "}],[{"start":35.1,"text":"The data centre deal comes as Anthropic has sought new providers of computing power to keep pace with its growth and serve its models to clients. It has recently signed deals with Amazon and Google and has raised tens of billions of dollars this year mainly to fund infrastructure."}],[{"start":51.650000000000006,"text":"The relationship between Anthropic and SpaceX, which recently merged with Musk’s AI lab xAI, adds to the complex network of deals between the biggest players in chips, data centres and AI model building."}],[{"start":64.15,"text":"Musk later on Wednesday said xAI would be “dissolved” as a separate company and its AI products rebranded as SpaceXAI."}],[{"start":73.15,"text":"The announcement comes as Musk faces off in court with Sam Altman, who leads Anthropic’s main rival OpenAI. Musk last week told a jury that the ChatGPT maker and Altman “stole a charity” by converting the AI lab into a for-profit entity now valued at $850bn, against its mission of ensuring AI would benefit humanity."}],[{"start":94.75,"text":"“I spent a lot of time last week with senior members of the Anthropic team to understand what they do to ensure Claude is good for humanity and was impressed,” Musk wrote on X on Wednesday. “No one set off my evil detector.”"}],[{"start":109.3,"text":"“So long as they engage in critical self-examination, Claude will probably be good,” he said. “After that, I was ok leasing Colossus 1 to Anthropic, as SpaceXAI had already moved training to Colossus 2,” the follow-up project announced in March 2025."}],[{"start":127.05,"text":"Musk’s xAI, which was founded to rival OpenAI and Anthropic in building cutting-edge models, has rapidly built out data centres. The billionaire launched the Colossus data centre in Memphis in 2024, aiming to use it to power his own Grok AI models. "}],[{"start":143,"text":"Musk’s company is also planning to build a huge chipmaking plant called the “Terafab”. A local notice in Grimes County, Texas on Wednesday showed SpaceX could invest $55bn in the first phase of a “semiconductor manufacturing . . . facility”, rising to $119bn in total."}],[{"start":162.2,"text":"But Grok’s usage lags behind competitors such as Claude and ChatGPT, leading Musk to strike partnerships with rivals to use the excess capacity. "}],[{"start":171.29999999999998,"text":"SpaceX last month agreed an unorthodox deal with Cursor to give the start-up access to computing power and work with it on AI tools, alongside obtaining the right to buy Cursor for $60bn this year."}],[{"start":183.99999999999997,"text":"Anthropic said the additional capacity from SpaceX would improve its ability to serve its models and announced it would raise usage limits on its Claude Code tool as well as rate limits on its most advanced Opus models."}],[{"start":197.54999999999998,"text":"The deal with Musk, a major donor to President Donald Trump’s campaign, comes in spite of Anthropic’s recent public battle with the Pentagon over the limits on the military’s use of its technology."}],[{"start":208.74999999999997,"text":"The SpaceX deal adds to several recent data centre agreements by Anthropic, including up to 5 gigawatts with Amazon and a similar-scale agreement with Google and Broadcom. It also struck a deal with Microsoft and Nvidia that provides for $30bn in capacity from the software giant’s Azure cloud business."}],[{"start":228.79999999999998,"text":"It will also boost usage of SpaceX’s AI infrastructure as the company prepares for a blockbuster initial public offering. Anthropic said the agreement includes a deal to explore “partnering with SpaceX to develop multiple gigawatts of orbital AI compute capacity” — a reference to Musk’s plans to blast data centres into space."}],[{"start":249.64999999999998,"text":"SpaceX said: “The compute required to train and operate the next generation of these systems is outpacing what terrestrial power, land and cooling can deliver on the timelines that matter.”"}],[{"start":268,"text":""}]],"url":"https://audio.ftcn.net.cn/album/a_1778123013_2867.mp3"}

版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

乌克兰军火商加码卫星布局,以减少对美依赖

在开发无人机和导弹之后,Fire Point正进军太空领域,尽管公司仍因涉嫌腐败接受调查。

囤积行为加剧伊朗战争引发的经济损害

随着霍尔木兹海峡的对峙进入第三个月,全球各国政府都在艰难应对同一个难题:如何防止囤积者加剧从汽油到注射器等各类产品的短缺。

FT社评:伊朗战争让各国央行进退两难

如果各国央行过早通过加息来遏制通胀压力,可能令本已受创的经济雪上加霜;如但果按兵不动、观望冲突的进展,又可能贻误时机。

反弹的通胀与不耐烦的特朗普:凯文•沃什面临双重压力

美国参议院本周有望批准这位56岁的金融家接替杰伊•鲍威尔出任美联储主席。

伊朗战争推高燃气价格,印度工人纷纷逃离城市生活

伊朗战争推高了烹饪燃料价格,迫使印度许多务工人员返乡回村。

能源、军火与粮食:特朗普对伊战争日益沉重的代价

这场冲突正波及整个美国经济,造成了数千亿美元的产出损失。
设置字号×
最小
较小
默认
较大
最大
分享×