（原标题：谷歌拿下AI大单！深度绑定Anthropic，构筑算力护城河） 21世纪经济报道记者 彭新 人工智能领域再爆重磅交易。10月24日，AI独角兽Anthropic宣布与谷歌达成数百亿美元算力合作，其 中包括提供高达一百万个TPU（张量处理器）AI芯片，并配套1吉瓦的电力容量，以大幅增加计算资源 进行AI研发。 这笔交易标志着AI基础设施竞赛进入白热化阶段。业内人士估算，建设1吉瓦规模的数据中心成本约 500亿美元，其中约350亿美元用于芯片采购。此次合作是Anthropic迄今最大规模的TPU人工智能算力采 购协议。 作为OpenAI的重要竞争对手，Anthropic在大模型技术能力上展现出与其匹敌的水准。在技术架构上， Anthropic采用多云策略：Claude系列大模型同时运行在谷歌的TPU、亚马逊的定制AI芯片Trainium以及 英伟达GPU上，各平台分别承担训练、推理与研究等专门工作负载。这一分散化策略有助于在价格、性 能与能效等维度进行精细优化。 谷歌云首席执行官Thomas Kurian表示，Anthropic选择大幅增加TPU的使用，是基于其性价比与效率的 综合考量。Anthropi ...

Group 1 - Microsoft plans to deeply integrate Anthropic's AI technology into its Office 365 suite, marking a shift away from exclusive reliance on OpenAI since 2019 [1][3] - The integration will embed Anthropic's Claude series models into applications like Word, Excel, Outlook, and PowerPoint, enhancing features such as document generation, data analysis, email responses, and presentation design [3] - Microsoft CEO Satya Nadella emphasized the company's strategy to build "the most open AI ecosystem" in the next three years, collaborating with multiple top model providers, including Anthropic and French AI startup Mistral AI [3] Group 2 - OpenAI recently launched OpenAI Jobs, a platform allowing companies to post jobs and use AI for candidate matching, which overlaps significantly with Microsoft's LinkedIn [3] - The launch of OpenAI Jobs has raised concerns for Microsoft, indicating heightened competition in the AI recruitment space [3]

Core Insights - Anthropic has completed a $13 billion Series F funding round, raising its post-money valuation to $183 billion, nearly tripling from $61.5 billion after its previous funding round in March 2023 [1] - The funding round was led by ICONIQ Capital, Fidelity Investments, and Lightspeed Venture Partners, with participation from notable investors such as Singapore's GIC and Qatar Investment Authority [1] - Since its founding in 2021, Anthropic has raised over $30 billion across nine funding rounds, showcasing a rapid growth trajectory [2] Company Overview - Anthropic was founded by former OpenAI executives, focusing on developing reliable and interpretable AI systems, positioning itself as a strong competitor to OpenAI [2][3] - The company has developed the Claude series of large models, with the latest version, Claude 4.1, surpassing OpenAI's capabilities in certain areas [2] Financial Performance - Anthropic's annualized revenue has exceeded $5 billion, reflecting a fivefold increase from $1 billion at the beginning of the year, making it one of the fastest-growing tech companies [4] - The company's AI programming tool, Claude Code, has generated over $500 million in annualized revenue, with usage increasing tenfold in just three months [4] Business Model - Anthropic's gross margin from direct sales of its AI models and Claude chatbot is approximately 60%, with potential to reach 70% [5] - The company's cloud services, primarily sold through AWS and Google Cloud, are currently operating at a negative gross margin of 30% [5] Market Context - The AI investment landscape is highly competitive, with significant funding flowing into the sector; approximately $40 billion in venture capital was directed towards AI in Q2 2023 [6] - Following the recent funding, the top three AI unicorns are ByteDance ($330 billion), OpenAI ($300 billion), and Anthropic ($183 billion) [6] Industry Challenges - High valuations in the AI sector have sparked discussions about a potential "AI bubble," with critics pointing out that many valuations are based on optimistic future revenue projections [7] - The competitive landscape is intensifying, with major players like Google, Meta, Alibaba, and DeepMind rapidly advancing, which could threaten the current leaders' positions [7]

Core Viewpoint - The article highlights the significant recent funding round for Anthropic, which has positioned it as a leading AI unicorn alongside ByteDance and OpenAI, with a post-money valuation of $183 billion after raising $13 billion in its Series F funding round, marking a nearly threefold increase from its previous valuation of $61.5 billion in March 2023 [1][2]. Funding and Valuation - Anthropic has completed a total of 9 funding rounds since its inception in 2021, raising over $30 billion, with the latest round being the largest single round in recent AI funding history [3][5]. - The company’s valuation has seen exponential growth, from $1.24 million in its Series A round in May 2021 to $183 billion in the latest Series F round [5]. Company Background - Founded in 2021 by former OpenAI executives, Anthropic aims to develop safe and interpretable AI systems, positioning itself as a strong competitor to OpenAI [4]. - The company has quickly developed the Claude series of large models, with the latest version, Claude 4.1, surpassing OpenAI's capabilities in certain areas [4]. Revenue Growth - Anthropic's annualized revenue has exceeded $5 billion, reflecting a fivefold increase from $1 billion at the beginning of the year, making it one of the fastest-growing tech companies [7]. - The Claude Code programming tool, launched in February 2023, has contributed significantly to revenue, achieving over $500 million in annualized revenue and a tenfold increase in usage within three months [7]. Business Model and Profitability - The company has demonstrated a mature business model, achieving a gross margin of approximately 60% from direct sales of its AI models and chatbots, with potential to reach 70% [8]. - However, its cloud services business remains unprofitable, with a gross margin of -30% earlier this year, attributed to revenue sharing with cloud service providers like Amazon and Google [9]. Market Context - The global AI funding landscape is highly competitive, with approximately $40 billion in venture capital flowing into the AI sector in Q2 2023, and foundational model companies raising $5.5 billion [11]. - The article raises questions about the sustainability of high valuations in the AI sector, noting that while revenue growth supports these valuations, actual profitability remains to be validated [12].

Core Insights - Anthropic has completed a $13 billion Series F funding round, raising its post-money valuation to $183 billion, nearly tripling from $61.5 billion in March 2023 [1][2] - The funding round was led by ICONIQ Capital, Fidelity Investments, and Lightspeed Venture Partners, with participation from Singapore's GIC and Qatar Investment Authority, indicating strong investor interest [1][2] - Since its founding in 2021, Anthropic has raised over $30 billion across nine funding rounds, showcasing a rapid growth trajectory [2][3] Company Overview - Anthropic was founded by former OpenAI executives, focusing on developing safe and interpretable AI systems, positioning itself as a strong competitor to OpenAI [2][3] - The company has developed the Claude series of large models, with the latest version, Claude 4.1, surpassing OpenAI's capabilities in certain areas [2][4] Financial Performance - Anthropic's annualized revenue has exceeded $5 billion, a fivefold increase from $1 billion at the beginning of the year, making it one of the fastest-growing tech companies [4] - The Claude Code programming tool has generated over $500 million in annualized revenue, with usage increasing tenfold in just three months [4] Business Model - Anthropic's gross margin from direct sales of its AI models and Claude chatbot is approximately 60%, with potential to reach 70% [5] - The company's cloud services, primarily sold through AWS and Google Cloud, are currently operating at a negative gross margin of 30% [5] Market Context - The AI sector is experiencing intense competition, with significant venture capital flowing into the industry; approximately $40 billion was invested in AI in Q2 2023 alone [6][7] - Following the latest funding, the top three AI unicorns are ByteDance ($330 billion), OpenAI ($300 billion), and Anthropic ($183 billion) [6][7] - Discussions around the sustainability of high valuations in the AI sector are ongoing, with concerns about the reliance on optimistic future revenue projections [7]

Core Viewpoint - The article highlights the influential figures in the AI field as recognized by Time magazine in its 2025 list, emphasizing the increasing representation of Chinese individuals and their contributions to AI technology [2][5]. Group 1: Leaders - Ren Zhengfei, founder of Huawei, has driven long-term investments in AI, launching the Ascend series AI chips and the MindSpore deep learning framework, establishing a competitive edge in the AI ecosystem [8]. - Liang Wenfeng, CEO of DeepSeek, has led the company to prominence in AI technology, releasing the R1 model that competes with OpenAI's latest offerings, showcasing China's capabilities in AI with minimal computational resources [11]. - Huang Renxun, co-founder and CEO of NVIDIA, transformed the company into a leading AI computing firm, with its CUDA platform and high-performance GPUs being essential for advancements in deep learning [14]. - Wei Zhejia, chairman and CEO of TSMC, has positioned the company as a key player in AI chip manufacturing, ensuring the production of powerful AI processors through strategic decisions [17]. Group 2: Innovators - Peng Jun, CEO of Pony.ai, has been pivotal in the commercialization of autonomous driving, achieving large-scale operations of Robotaxi services in major Chinese cities by 2025 [25]. - Edwin Chen, founder and CEO of Surge AI, has built a successful data labeling company, generating over $1 billion in revenue by 2024, with a valuation exceeding $25 billion during fundraising [28]. Group 3: Shapers - Li Feifei, Stanford professor and CEO of World Labs, is a key figure in human-centered AI research, having created the ImageNet project, which revolutionized computer vision [31][32]. - Xue Lan, Tsinghua University professor, has contributed significantly to AI governance and public policy, influencing the development of ethical standards and regulations in AI [35][36]. Group 4: Other AI Figures - Elon Musk, founder of xAI, has been influential in developing autonomous driving technologies and brain-machine interfaces [40]. - Sam Altman, CEO of OpenAI, has led the company in releasing groundbreaking AI products, significantly advancing generative AI technology [42]. - Andy Jassy, president and CEO of Amazon, has laid the groundwork for AI advancements through AWS and is actively promoting generative AI innovations [51].

Core Insights - The 2025 TIME 100 list highlights influential figures in the AI field, showcasing a significant presence of Chinese individuals, many of whom are first-time honorees [1][4]. Leaders - Ren Zhengfei, founder of Huawei, has driven long-term investments in AI, launching the Ascend series AI chips and the MindSpore deep learning framework, establishing a competitive edge in the smart era [6]. - Liang Wenfeng, CEO of DeepSeek, has led the company to become a core player in AI technology, releasing the R1 model that competes with OpenAI's latest offerings [8]. - Huang Renxun, co-founder and CEO of NVIDIA, transformed the company into a leading AI computing firm, with its CUDA platform and high-performance GPUs being essential for deep learning advancements [10]. - Wei Zhejia, chairman and CEO of TSMC, has positioned the company as a key manufacturer for top AI chip designers, ensuring the mass production of powerful AI processors [12]. - Alexandr Wang, co-leader of Meta's Superintelligence Lab, previously founded Scale AI, which provides critical data support for various AI applications [14]. - Wang Xingxing, CEO of Unitree Technology, is a key player in embodied AI, focusing on the development of humanoid robots [16]. Innovators - Peng Jun, CEO of Pony.ai, has been pivotal in the commercialization of autonomous driving, achieving large-scale operations of Robotaxi services in major Chinese cities by 2025 [19]. - Edwin Chen, founder and CEO of Surge AI, has built a company valued at over $25 billion, providing high-quality datasets essential for AI development [21]. Shapers - Li Feifei, Stanford professor and CEO of World Labs, is a leading figure in responsible AI development, having created the ImageNet project that revolutionized computer vision [24]. - Xue Lan, a professor at Tsinghua University, contributes to AI governance and public policy, influencing AI regulatory frameworks [26]. Other AI Figures - Elon Musk, founder of xAI, has been influential in developing AI technologies across various sectors [29]. - Sam Altman, CEO of OpenAI, has significantly advanced generative AI technologies [33]. - Andy Jassy, president and CEO of Amazon, has laid the groundwork for AI through AWS and is driving innovation in generative AI [41].

Core Insights - The article discusses the release of TIME's list of the 100 most influential people in AI for 2025, highlighting an increase in the representation of Chinese individuals in the field [1][4]. Leaders - Ren Zhengfei, founder of Huawei, has driven long-term investments in AI, launching the Ascend series AI chips and MindSpore deep learning framework, establishing a competitive edge in the smart era [5][7]. - Liang Wenfeng, CEO of DeepSeek, has led the company to become a core player in AI technology, releasing the R1 model that competes with OpenAI's latest offerings [8][10]. - Huang Renxun, co-founder and CEO of NVIDIA, transformed the company into a leading AI computing firm, with its GPU technology being essential for deep learning advancements [11][13]. - Wei Zhejia, chairman of TSMC, has positioned the company as a key player in AI chip manufacturing, ensuring the production of powerful AI processors [14][16]. - Wang Tao, co-head of Meta's Superintelligence Lab, has focused on high-quality data as a critical factor for AI model capabilities [18]. - Wang Xingxing, CEO of Unitree Technology, is a key figure in embodied AI, leading the development of humanoid robots [21]. Innovators - Peng Jun, CEO of Pony.ai, has been pivotal in the commercialization of autonomous driving technology, achieving large-scale operations of Robotaxi services in major Chinese cities [22][24]. - Edwin Chen, founder of Surge AI, has built a company that generates high-quality datasets, achieving over $1 billion in revenue by 2024 [25][27]. Shapers - Li Feifei, Stanford professor and CEO of World Labs, has been influential in AI research and ethics, leading the creation of the ImageNet project [28][30]. Thinkers - Xue Lan, a professor at Tsinghua University, has contributed to AI governance and public policy, influencing the development of ethical AI frameworks [32][34].

Group 1 - OpenAI has raised $8.3 billion in funding, with a current valuation of $300 billion, significantly outpacing competitors [1][2] - The recent funding round did not include SoftBank, which previously led a $40 billion investment round in March, raising concerns about the status of their partnership [1][4] - The "Stargate" project, aimed at building AI infrastructure, is reportedly facing delays and disagreements between OpenAI and SoftBank, leading OpenAI to seek alternative power support [3][4] Group 2 - OpenAI's new data center project, "Stargate Norway," is a collaboration with Aker and Nscale, marking its first venture into Europe [2] - The "Stargate" initiative was initially launched in the U.S. with a planned investment of $500 billion over four years, but progress has stalled [2][3] - Competitors like Anthropic are also raising significant funds, with a potential $5 billion round that could increase its valuation to $170 billion, highlighting the competitive landscape in AI [5][6]

Group 1 - OpenAI has raised $8.3 billion in funding, with a valuation reaching $300 billion, significantly outpacing competitors [1][3][7] - Prior to this funding round, OpenAI announced a $40 billion financing led by SoftBank, but the actual funding status remains unclear [1][5] - The relationship between OpenAI and SoftBank appears strained, with reports of slow progress on the "Star Gate" project and lack of SoftBank's involvement in the latest funding [1][4][5] Group 2 - The "Star Gate" project aims to establish a significant AI infrastructure, with plans to invest $500 billion over four years, but has faced delays and disagreements between key investors [3][4] - OpenAI is actively seeking additional computing power outside of the "Star Gate" project due to increasing demands for large model training [4][5] - Competitors like Anthropic are also raising significant funds, with a potential $5 billion round that could increase its valuation to $170 billion, highlighting the competitive landscape in AI [8]