OpenAI竞争对手来了，Anthropic与谷歌洽谈云协议，最高达百亿美元

Core Viewpoint - Anthropic is negotiating a cloud computing agreement with Google valued between $1 billion and $10 billion, which will provide substantial computing power support for its AI model, Claude [7][8]. Group 1: Partnership and Investment - Google has previously invested approximately $3 billion in Anthropic, including a commitment of $2 billion in 2023 and an additional $1 billion earlier this year [12][13]. - This potential deal will strengthen the partnership between Google and Anthropic, positioning Google as both an investor and a cloud service provider for Anthropic [8][13]. Group 2: Market Impact - Following the news of the potential deal, Alphabet's stock rose by 1.69% in after-hours trading, while Amazon's stock fell by 1.1% due to recent cloud service disruptions in its AWS division [8][10][11]. - The collaboration is expected to enhance Google's competitive position in the AI cloud services market against Amazon AWS and Microsoft Azure [10]. Group 3: Growth Projections - Anthropic aims to achieve an annualized revenue run rate of $9 billion by the end of 2025, with projected annual revenue growth potentially doubling or tripling next year, driven by the rapid adoption of its enterprise products [16][17]. - The high demand for cloud computing resources highlights the capital-intensive nature of AI development, prompting major tech companies to invest in and partner with leading startups to reshape the tech industry landscape [14][17].