"Some of these AI deals look a bit suspicious," said Anthropic CEO Dario Amodei: Some companies may be "double-counting" investments.

According to media reports on Monday, Anthropic CEO Dario Amodei questioned recent investment agreements reached in the artificial intelligence industry, stating that some deals "seem a bit suspicious" and pointing out that investment amounts may be subject to double or even triple counting. The AI company executive stated that the media is overly focused on data center construction agreements and that the actual investment scale of some deals may be exaggerated. He noted that the same data center investment is reported separately by multiple participating companies, leading to misunderstandings in the market about the total investment amount. Amodei did not specifically name the companies or deals involved, but given the competitive relationship between Anthropic and OpenAI, as well as the strong market reaction to several large-scale data center partnership agreements recently led by OpenAI, outsiders speculate that his comments may be directed at transactions involving competitors. This statement highlights information disclosure issues in the rapidly expanding field of AI infrastructure investment, which may affect investors' accurate assessment of capital flows in the industry. Concerns about the Data Center Deal Frenzy In a conversation with host Marc Benioff, Amodei stated: "When the media is overly focused on the construction of data centers and related transactions, I do feel a bit concerned. Some of the deals seem a bit suspicious, and there appears to be double counting." Despite being pressed for specifics, Amodei declined to reveal the names of the companies involved. The "double counting" phenomenon he mentioned refers to the same data center investment being announced separately by the various parties to the transaction, leading to media reports of total investment amounts that actually refer to the same funds. He even stated that some deals involve "triple counting" of the investment. Surge in AI Industry Investment Agreements In recent weeks, a large number of partnership agreements have appeared in the AI industry, mainly driven by OpenAI. These deals involve the deployment of "multi-gigawatt" data centers covering a variety of technology platforms. Related announcements have triggered positive responses in the financial markets. The AI data center sector is evolving quickly, with multi-billion-dollar deals being announced almost every week. For companies like Anthropic and OpenAI, obtaining the computing power needed to train AI models requires the support of tech giants such as Nvidia and Microsoft, making partnerships extremely valuable. Amodei’s comments may well be aimed at OpenAI. The two companies are direct competitors, and Amodei was previously a senior executive at OpenAI. Although it’s impossible to determine the specific deals he was referring to, the recent large-scale partnerships led by OpenAI are the most high-profile investment events in the industry. Despite expressing doubts about some deals, Amodei still has a positive attitude toward the overall trend of data center construction. Risk Warning and Disclaimer The market is risky, and investment should be approached with caution. This article does not constitute personal investment advice and does not take into account the specific investment objectives, financial situation, or needs of any individual user. Users should consider whether any opinions, views, or conclusions contained in this article are appropriate for their specific circumstances. Investing accordingly is at your own risk.