A contract term requiring the buyer to pay for capacity whether or not it uses it.
照付不议
| Move变动 | Where it appeared出现位置 | What it means这句话在说什么 |
|---|---|---|
| 80% | Anthropic's $80 billion loss is a mirror of its valuation 照付不议 · 第 8 张术语卡 | As much as 80% of the compute commitments carry it, with shortfalls topped up to Google or Amazon. 这类条款把需求风险从卖方转给买方，所以供应商愿意为它提前建产能。对买方的好处是锁定价格与供应，坏处是把经营风险变成了财务义务：收入下滑时，成本不会跟着下滑。能源、LNG、航运、数据中心长租都常见。 |
| 80% | The AI boom's real bill arrives in the depreciation line 照付不议 · 第 8 张术语卡 | About 80% of Anthropic's $518 billion of compute commitments are non-cancelable or take-or-pay. 照付不议把需求风险从卖方转给买方。对卖方是护城河，对买方是刚性负债——一旦收入不达预期，产能闲置但账单照付。云厂商喜欢它，评级机构不喜欢它。 |
“As much as 80% of the compute commitments carry it, with shortfalls topped up to Google or Amazon.”
“About 80% of Anthropic's $518 billion of compute commitments are non-cancelable or take-or-pay.”