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刚刚！
#OpenAI与Anthropic筹备信用评级
《高盛大摩牵头 两大模型筹备信用评级》
高盛和大摩正带着OpenAI与Anthropic的高管，挨个拜访标普和穆迪，打算上市后直接拿下投资级信用评级。
两家大模型过去全靠风投烧股权，现在每年算力支出几百亿，股权不够稀释，只能转头盯上11.7万亿企业债市场借老钱。
虽然一年巨亏两百亿美元，但只要评级卡进投资级，英伟达上千亿超算担保就能解套，就看评级机构认不认这套借贷逻辑。 $TAO
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