Anthropic 近 11 个月签下最高 5170 亿美元算力协议
📈 Anthropic’s $517 billion shopping list
Exponential View 的周一数据汇总提到，Anthropic 在过去 11 个月签署的算力协议价值最高达 5170 亿美元，而去年 12 月承诺的到 2029 年服务器租赁支出为 1800 亿美元。同一期还引用一项研究：资深专利律师使用 AI 助手三个月后，任务表现比从未使用的同行高出 0.45 个标准差；初级律师在使用期间提升最大，但平均没有留下持续增益。
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Anthropic 近 11 个月算力协议规模与去年底承诺的对比，可看出头部模型公司算力投入的扩张节奏。
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Here’s our Monday roundup of data signals across AI, energy & markets.
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Every week, we share the latest updates on the State of the AI Economy based on our proprietary research.
We analyzed the types of claims corporates make about AI in earnings calls. Around a third are directly attributing financial impact to their implementation of AI. And these are not one-offs – companies that mention AI make an average of 6.8 separate claims, and they put numbers on 5.1 of them.
See our State of the AI Economy 2026 report for more.
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Who keeps the skill? After three months with an AI assistant, senior patent lawyers performed the same task 0.45 standard deviations better than peers who never used the assistant. Junior lawyers gained the most while using it but showed no lasting gain on average.
A growing ambition. Anthropic has signed compute agreements worth up to $517 billion in the last 11 months, compared with $180 billion in server rental through 2029 promised last December.