英伟达缩减OpenAI数据中心担保，Anthropic营收激增
原标题：Investor pressure forces Nvidia to shrink its OpenAI bet just as Anthropic's numbers defy bubble warnings
AI 摘要
英伟达因投资者压力，将其对OpenAI数据中心项目的担保金额从原计划的2500亿美元削减至不到1200亿美元，该项目由软银旗下SB Energy开发，总容量10吉瓦。与此同时，Anthropic季度营收从Q1的47.3亿美元翻倍至Q2的115亿美元以上，同比增长14倍，并计划以近1万亿美元估值上市。这些数据对AI泡沫论构成挑战。
正文节选
Investor pressure forces Nvidia to shrink its OpenAI bet just as Anthropic's numbers defy bubble warnings Nvidia and OpenAI close in on data center deal, but cut the guarantee nearly in half Instead of backing $250 billion as originally planned, Nvidia would initially guarantee just under $120 billion, the Wall Street Journal reports. Investors pushed back over concerns about Nvidia's risk exposure. The guarantee covers the first construction phase, which would deliver about five gigawatts of ca