台积电计划投资 10 亿美元于 Anthropic 和 OpenAI
Taiwan’s chipmaking giant TSMC to invest $1B in Anthropic, OpenAI
台积电董事会批准最多投资5亿美元于OpenAI优先股和Anthropic普通股，后者将在预期IPO价格时购买。此举将为市场注入信心，但分析师警告称，投资者、供应商和客户之间的循环融资使评估AI硬件和服务的真实市场需求变得困难。
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- 36氪 · AI··首发
- IT之家 · AI··+19 小时 5 分
- Ars Technica · AI··+30 小时 20 分·当前阅读
台积电计划投资 10 亿美元于 Anthropic 和 OpenAI
新增信息：阿斯泰克提克提到分析师警告称评估AI硬件和服务真实市场需求存在困难。
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Top chip manufacturer TSMC is ready to invest $1 billion in Anthropic and OpenAI. That would give the Taiwanese chipmaker direct stakes in leading AI developers, even as its own contract chipmaking business has profited enormously from the AI data center buildout.
The chipmaker’s board approved plans to invest up to $500 million in OpenAI preferred stock reserved for large investors and another $500 million to purchase Anthropic common shares at the latter’s expected IPO price, according to Reuters. Such an investment may give markets “a shot of confidence as the artificial-intelligence trade shows signs of strain,” The Wall Street Journal reported.
But analysts also warned that such circular financing among investors, suppliers, and customers has made it difficult to evaluate real market demand for AI-related hardware and services, according to the Journal.
TSMC’s chip fabrication plants physically produce the vast majority of Nvidia’s chips designed for AI data center workloads and make most of Apple’s custom chips used in iPhones, Mac laptops and desktops, plus Apple’s planned AI computing server. Most of these fabs are located in Taiwan, but TSMC also operates fabs in Japan and China, and it has an expanding US manufacturing cluster in Arizona. It is also building a new fab in Germany.
来源: Ars Technica · AI · arstechnica.com