谷歌(GOOGL.US)涨近3% 深度绑定Anthropic构筑算力护城河

Core Insights - Google shares rose nearly 3% to $260.60 following the announcement of Anthropic's significant expansion in the use of Google's TPU chips, which will support the training and deployment of the next generation of Claude models by 2026 [1] - Anthropic will gain access to over 1 gigawatt of computing power, marking the largest TPU deployment to date, with the potential use of up to one million TPU chips and additional Google Cloud services [1] - Google also announced a breakthrough in quantum computing, achieving a task on the Willow quantum chip that traditional supercomputers cannot perform, with a speed increase of 13,000 times for specific tasks [2] Group 1: Anthropic and TPU Expansion - Anthropic's decision to significantly increase TPU usage is based on a comprehensive assessment of cost-effectiveness and efficiency [1] - The long-term partnership between Google and Anthropic is solid, ensuring the necessary computational capabilities for advancing frontier AI [1] Group 2: Quantum Computing Breakthrough - The "Quantum Echoes" algorithm represents a significant step towards practical applications of quantum computing, being the first verifiable algorithm that surpasses supercomputer capabilities [2] - Despite the progress, experts indicate that practical quantum computers will require millions to billions of stable qubits, and the current achievement is still at the experimental level [2]