“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 Viewpoint - Dario Amodei, CEO of Anthropic, raised concerns about the validity of recent AI industry investment agreements, suggesting that some transactions may involve double or even triple counting of investments [2][5][6]. Group 1: Investment Concerns - Amodei indicated that media focus on data center construction agreements may lead to exaggerated perceptions of actual investment sizes, as the same investment can be reported by multiple parties [2][5]. - The phenomenon of "triple counting" was highlighted, where the same data center investment is reported separately by different companies, creating confusion about the total investment amount [5][6]. Group 2: Market Dynamics - 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 [7]. - The rapid evolution of the AI data center sector is marked by numerous billion-dollar transactions being announced almost weekly, indicating a significant capital flow into AI infrastructure [7]. - Despite expressing doubts about certain transactions, Amodei remains optimistic about the overall trend in data center construction [7].