谷歌联手博通摩根士丹利为Anthropic提供350亿美元TPU融资

AI 摘要

谷歌与博通、摩根士丹利及多家投资机构合作，设立特殊目的载体（SPV）为AI初创公司Anthropic提供价值350亿美元的TPU芯片租赁融资，以避免硬件出现在各方资产负债表上。该结构涉及约100万颗TPU，博通提供300亿美元担保，并利用加密矿企的电力设施建设数据中心。若Anthropic违约，谷歌潜在负债达440亿美元，但仅账面记录8.15亿美元。

正文节选

Google moves billions in Anthropic chip risk off its balance sheet Key Points - Google has set up an elaborate financing structure with Broadcom and Morgan Stanley to give AI startup Anthropic access to $35 billion worth of Google's proprietary AI chips, known as TPUs. - Because none of the companies involved want the hardware on their books, a special-purpose vehicle was created to buy the chips with outside investor money; Broadcom serves as guarantor, and Anthropic leases the hardware. - To l

发布时间：2026-08-05 00:38

抓取时间：2026-08-05 01:40

来源机构：THE DECODER