Anthropic 冲刺 2 万亿 IPO，60 亿收购 Decart：AI 时代最贵的资产是时间

Anthropic 传出重磅消息，一边冲刺史上最高估值 IPO，目标冲击 2 万亿美元，有望超越 SpaceX；另一边传出 60 亿美元洽谈收购仅成立三年的以色列 AI 初创 Decart。一家 2023 年才诞生的公司，短短三年站上数十亿并购谈判桌，它到底凭什么被巨头重金看中？并非火爆的 AI 视频产品 Oasis、Lucy，而是底层算力推理优化能力 DOS。面对多芯片架构的复杂难题，Decart 把 GPU 硬件效率压榨到极致，帮大模型解决昂贵的推理成本痛点。我们走进这支特殊的创业团队：两位少年博士、出身以色列 8200 情报部队的核心成员，不靠烧卡堆模型，先靠算力优化实现正向现金流，再向外拓展实时世界模型、实时生成视频。如今 AI 行业正在发生明显变化：创业公司价值兑现周期被大幅压缩。巨头不再愿意慢慢自研试错，直接重金收购稀缺团队，买到的不只是技术，更是别人已经耗费的研发时间。当资本疯狂追逐技术迭代，时间，正在成为 AI 时代最昂贵的资产。一起来拆解这场发生在 IPO 前夜的 AI 并购大戏，看懂背后算力、团队与资本的博弈。关键词：#Anthropic #Decart #AI 并购 #大模型算力 #AI 世界模型

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Anthropic 冲刺 2 万亿 IPO，60 亿收购 Decart：AI 时代最贵的资产是时间

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