NScale said it signed a subscription agreement on Sept. 15 for a minimum total principal of $3.1 billion.

Cleveland Fed (one of the Federal Reserve’s 12 regional banks) released a model-based paper finding permanent AI price cuts produce larger long-run output gains than merely increasing AI usage share. In the baseline model, doubling AI usage from ~2.4% to 4.8% raises AI capital stock ~81% but, because existing AI capital remains scarce, creates a bottleneck that lowers long-run output by about 1.9%. A permanent 50% decline in AI prices increases effective AI capital ~89% and raises long-run output by roughly 1%. Simultaneous price declines and greater usage are mutually reinforcing—price cuts relieve capital scarcity while higher usage boosts the marginal output of new AI capital—but in the paper’s baseline the combined output effect is still smaller than the price cut alone. The authors define AI capital as firms’ durable AI-related hardware stock, modeled as a distinct production factor akin to plant and equipment.

据纽约时报：据知情人士透露，Anthropic今年年化收入预计将超过1000亿美元，较7月时的650亿美元大幅增长。