Google to invest up to $40bn in Anthropic - FT中文网
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Google to invest up to $40bn in Anthropic

Search giant increases its financial support to help the AI lab add computing power to run its models
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{"text":[[{"start":8.8,"text":"Google has struck a deal to invest up to $40bn in Anthropic, including $10bn upfront, as the search giant steps up its support for the start-up, which is racing to acquire enough computing power to sustain its growth."}],[{"start":23.85,"text":"Despite offering its own rival Gemini AI models, Google has committed to invest $10bn in Anthropic at its $350bn pre-money valuation."}],[{"start":34.45,"text":"A further $30bn investment will come in the future, contingent upon Anthropic meeting certain performance milestones, the start-up said without specifying what those criteria are."}],[{"start":44.800000000000004,"text":"It marks a significant increase in Google’s financial backing for the AI lab against its main start-up rival OpenAI as both fight to secure capital and computing power to train and run their models."}],[{"start":56.550000000000004,"text":"Google has invested billions in Anthropic since first partnering with the start-up in 2022. The $4tn tech group sells Anthropic its tensor processing unit chips and Google Cloud services. The pair have a deal to bring 5 gigawatts of data-centre capacity online beginning next year. The five-year deal could be worth about $200bn."}],[{"start":79.05000000000001,"text":"But Google has also continued to invest heavily in its own Gemini models, which power AI features across its search engine, Gmail and other apps. "}],[{"start":88.65,"text":"Its latest investment comes after Anthropic struck a deal earlier this week with Amazon, which committed to invest $5bn with a further $20bn over time. The start-up meanwhile made a long-term commitment to spend more than $100bn on chips and computing power from the ecommerce giant."}],[{"start":108,"text":"Like OpenAI, Anthropic has taken large investments from companies from which it buys chips and data centre space, leading to scepticism from some analysts over the circular nature of these deals."}],[{"start":119.85,"text":"The San Francisco-based start-up’s Claude Code tool for software developers and Cowork product for less technical users have become hugely popular — gaining ground against OpenAI’s offerings, especially for business clients. "}],[{"start":132.6,"text":"However, the high demand has strained Anthropic’s computing resources. The company has experienced several outages this year."}],[{"start":139.9,"text":"Anthropic recently released its latest Claude Mythos product to a limited number of partners because of cyber security concerns around its advanced ability to find and exploit software vulnerabilities."}],[{"start":151.45000000000002,"text":"A wider release of Mythos, a general-purpose model with uses beyond cyber security, would add to the pressure on the start-up’s infrastructure."}],[{"start":159.35000000000002,"text":"Anthropic’s annualised revenue has surged from $9bn at the end of last year to more than $30bn. In February, it raised $30bn at a $380bn post-money valuation, led by Singaporean sovereign wealth fund GIC and Coatue, including investments from Microsoft and Nvidia."}],[{"start":187.70000000000002,"text":""}]],"url":"https://audio.ftcn.net.cn/album/a_1777078700_6824.mp3"}

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