Maybe it is a win/win. Anthropic gets desperately needed compute at a fair price. SpaceXAI sells compute at a fair price and gets desperately needed revenues.

SpaceX is already indicating their strategy on this, because they’re renting their last-gen data center to Anthropic and keeping the current-gen data center for themselves. Rinse and repeat.

It has $25 billion on AI cap expenditure in the S1. So generally looks like a solid deal for SpaceX.

Well Colossus 1 has 230k GPUs, including 30k GB200s and Colossus 2 has 550k GB200s & GB300s.

So my guess on costs would be like ~$10B for Colossus 1, and Colossus 2 would be like ~20b.

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Ed Zitron https://www.wheresyoured.at/ has done the math, and it's pretty bleak. His somewhat voluminous rantings contain raw figures on investments, data centre builds, energy availability and depreciation.

He believes Oracle has already signed it's own death warrant, and that Meta is close behind. MS, Amazon and Google have massive revenue streams to sustain them, but looking at the numbers, each has to earn from AI the equivalent of their existing real revenue. I can't see that happening.

And he believes from multiple perspectives of the data that Nvidea are either massively overstating their GPU sales, or that there are warehouses full of unused GPUs. There just isn't the energy capacity to run them all, let alone data centres to put them in.