据彭博社报道，谷歌正计划向AI公司Anthropic投资高达400亿美元。其中，首期100亿美元基于Anthropic当前3800亿美元的估值，剩余300亿美元则与特定的业绩目标挂钩。
这项交易延续了双方长期以来的合作关系。据《纽约时报》报道，自2023年以来，谷歌已向Anthropic投入超过30亿美元，近期持有该公司约14%的股份。本月早些时候，Anthropic通过与谷歌及博通达成的一项协议，锁定了5吉瓦的计算能力。而就在几天前，亚马逊也承诺向Anthropic追加高达250亿美元的投资。
首席执行官达里奥·阿莫迪指出，Claude AI模型需求的激增是促成这些交易的原因，并且他认为AI规模化发展的步伐不会放缓。该公司目前的年经常性收入已超过300亿美元，预计未来几个月内将进行首次公开募股。
Google is investing up to $40 billion in AI company Anthropic. The first $10 billion comes based on Anthropic's current $380 billion valuation, with the remaining $30 billion tied to specific performance targets, Bloomberg reports.
The deal extends a long-running partnership. Google has already put more than $3 billion into Anthropic since 2023 and most recently held about 14 percent of the company, according to the New York Times. Earlier this month, Anthropic locked in 5 gigawatts of computing capacity through a deal with Google and Broadcom. Just days earlier, Amazon had committed up to an additional $25 billion to Anthropic.
CEO Dario Amodei has pointed to surging demand for the Claude AI model to justify the deals, and he sees no slowdown in AI scaling. The company now pulls in more than $30 billion in annual recurring revenue, with an IPO expected in the coming months.