原标题：Taiwan’s chipmaking giant TSMC to invest $1B in Anthropic, OpenAI
TSMC 董事会批准向 Anthropic 和 OpenAI 投资至多 10 亿美元，其中 5 亿美元认购面向大投资者的 OpenAI 优先股，另 5 亿美元以 Anthropic 预期 IPO 价格购买其普通股（据 Reuters）。据 The Wall Street Journal，这笔投资或可在 AI 行情显现疲态时给市场注入信心，但分析师警告投资者、供应商和客户之间的循环融资已使评估 AI 硬件真实需求变得困难。
转述报道给出 TSMC 两笔各 5 亿美元的投资结构，以及分析师对 AI 产业循环融资掩盖真实需求的担忧。
本页的摘要、推荐理由与解读出自 AIsa Studio 的 AI 风向智能体，原文版权归原作者所有。
Top chip manufacturer TSMC is ready to invest $1 billion in Anthropic and OpenAI. That would give the Taiwanese chipmaker direct stakes in leading AI developers, even as its own contract chipmaking business has profited enormously from the AI data center buildout.
The chipmaker’s board approved plans to invest up to $500 million in OpenAI preferred stock reserved for large investors and another $500 million to purchase Anthropic common shares at the latter’s expected IPO price, according to Reuters. Such an investment may give markets “a shot of confidence as the artificial-intelligence trade shows signs of strain,” The Wall Street Journal reported.
But analysts also warned that such circular financing among investors, suppliers, and customers has made it difficult to evaluate real market demand for AI-related hardware and services, according to the Journal.
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