Anthropic簽署首份澳洲資料中心協議

雪梨9月16日（路透社）——兩名知情人士表示，AI 巨頭 Anthropic 已在澳洲簽署首份資料中心租賃協議。該公司利用有利的政治環境與充沛的再生能源資源，在一座可能成為全球最大運算設施之一的設施取得容量。SYDNEY, Sept 16 (Reuters) - AI giant Anthropic signed its first data centre lease agreement in Australia, two people familiar with the deal said, capitalising on a favourable political environment and abundant renewable resources to secure capacity at what would be one of the world's largest computing facilities.

其中一名人士表示，這份租約涵蓋一座規劃總容量達2.16吉瓦的資料中心園區，規模可與目前全球營運中的部分最大型中心相比。兩名人士表示，這座擬議設施位於距布里斯本約250公里（150英里）的農地上，計畫自2027年起陸續上線。The lease covers a data centre campus with planned capacity totalling 2.16 gigawatts, one of the people said, on par with some of the largest centres currently operating worldwide. The proposed facility on farmland about 250 km (150 miles) from Brisbane is planned to start coming online in 2027, the people said.

這項協議使 Anthropic 成為繼 OpenAI 去年為雪梨一座資料中心簽下承購協議後，最新在澳洲取得據點的 AI 重量級企業。各家公司正競相鎖定澳洲的電力與土地；澳洲被標榜為相較於美國與亞洲更擁擠市場的低成本、再生能源豐富替代選項。The deal makes Anthropic the latest AI heavyweight to secure a foothold in Australia following an offtake agreement OpenAI struck for a Sydney data centre last year, as firms race to lock in power and land in a country pitched as a low-cost, renewable energy-rich alternative to more congested markets in the U.S. and Asia.

在此之前，Anthropic 執行長達里歐・阿莫代伊（Dario Amodei）上週呼籲 AI 公司放慢推進模型能力的速度，因外界對人工智慧遭濫用的憂慮升高。這項呼籲獲得經營競爭對手 xAI 的伊隆・馬斯克（Elon Musk）以及 OpenAI 執行長山姆・奧特曼（Sam Altman）支持。美國總統川普（Donald Trump）則形容 AI 批評者是「非常負面的勢力」，稱他們提出不會發生的情境。It comes after Anthropic CEO Dario Amodei last week called on AI companies to slow the rate at which they advance model capabilities amid mounting fears of misuse of artificial intelligence, a call backed by Elon Musk, who runs rival xAI, and Sam Altman, CEO of OpenAI. U.S. President Donald Trump described critics of AI as "very negative forces" who were bringing up scenarios that will not happen.

面對社區對土地、水與電力使用的反彈，澳洲政府承諾自2027年起對資料中心資源使用設定限制，但仍持續爭取投資熱潮；經濟學家表示，到2030年，澳洲相關投資總額可能達1,500億澳元（1,070億美元）。The Australian government has responded to community pushback over land, water and electricity use by promising to set restrictions from 2027 over data centre resource use, but continues to court an investment boom that economists say may total A$150 billion ($107 billion) in Australia by 2030.

這些因未獲授權對媒體發言而不願具名的人士表示，Anthropic 在澳洲的租約將用於一座由新加坡開發商 Zerra DC 規劃的資料中心；該中心將取得再生能源購電協議，並承擔電網連接成本，不會讓既有客戶負擔費用。Anthropic's Australian lease would be for a data centre planned by Singapore-based developer Zerra DC which would source renewable power purchase agreements and bear grid connection costs without incurring costs to existing customers, said the people who could not be named because they were not authorised to comment to the media.

Anthropic 與 Zerra DC 拒絕回應。Anthropic and Zerra DC declined to comment.

其中一名人士補充說，該設施將用於推論，也就是基於預測的快速處理，但不會用於訓練。澳洲已表示，其新的 AI 規則將對使用國內產製內容進行訓練設下限制。The facility would be used for inference - or rapid, prediction-based processing - but not training, one of the people added. Australia has said its new AI rules will set limits to use of domestically produced content for training.

這些人士表示，該場址也將採用閉迴路氣冷系統，可在為伺服器散熱時減少對潔淨水的需求。The site would also use a closed-loop, air-cooled system, which reduces the need for clean water when removing heat from servers, the people said.

這項協議仍須獲得外國投資審查委員會（Foreign Investment Review Board）核准。The deal is subject to Foreign Investment Review Board approval.

（1美元 = 1.4039澳元）($1 = 1.4039 Australian dollars)

（Byron Kaye 報導；Lincoln Feast 編輯）(Reporting by Byron Kaye; editing by Lincoln Feast.)