“其中一些人工智能交易看起来有点可疑”，Anthropic 首席执行官 Dario Amodei：有写公司可能在“重复计算”投资

Core Insights - Anthropic CEO Dario Amodei expressed skepticism regarding recent investment agreements in the AI sector, suggesting that some transactions appear questionable and may involve duplicate or even triple counting of investment amounts [1][2] - Amodei highlighted that media focus on data center construction agreements may exaggerate the actual scale of investments, as the same data center investment is reported by multiple companies, leading to misunderstandings about total investment figures [1][2] - The comments from Amodei underscore potential information disclosure issues in the rapidly expanding AI infrastructure investment space, which could affect investors' accurate assessment of capital flows in the industry [1] Investment Trends - The AI industry has seen a surge in collaboration agreements, primarily driven by OpenAI, involving the deployment of "multi-gigawatt" data centers across various technology platforms [3] - The AI data center sector is evolving rapidly, with announcements of multi-billion dollar transactions occurring almost weekly, indicating a strong market interest [3] - Partnerships with tech giants like Nvidia and Microsoft are crucial for companies like Anthropic and OpenAI to secure the computational power needed for training AI models, adding significant value to these collaborations [3] Competitive Landscape - Amodei's remarks may indirectly reference OpenAI, given the competitive relationship between the two companies and Amodei's previous role at OpenAI [3] - Despite expressing concerns about certain transactions, Amodei maintains a positive outlook on the overall trend of data center construction in the AI industry [3]