… Though Anthropic plans to invest $50 billion in building out its own data centers, it has already struck multibillion-dollar deals to access computing power from SpaceX and TeraWulf. …
… In a post on X, Musk said that SpaceX stands ready to offer similar deals to other AI companies that want to access the data centers. SpaceX is “offering AI compute as a service at significant scale,” he said. …
… Anthropic has also signed AI infrastructure deals with Google, Broadcom, and Amazon, with rumors suggesting that it could reach an agreement with Meta as well. …
… They claim that deals renting capacity to Anthropic $15 billion annually and Google $920 million per month happened following hardware variation and lag issues: Elon Musk’s company had planned to train its most cutting-edge AI models on a massive amount of computing power by using a cluster of thre… …
SpaceX’s AI revenue grew more than three times to $2.6 billion from the year before, mostly because of deals that the company made to provide compute to other AI companies, according to SpaceX’s quarterly earnings. …
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… That shell listing, however, still has some use as the Financial Times points out, and now CEO Joe Vernachio has announced a plan to raise $50 million from an unnamed investor, which will turn NewBird AI into “a fully integrated GPU-as-a-Service GPUaaS and AI-native cloud solutions provider.” NewBi… …
… It may also force purveyors of compute to raise their prices, which could make AI even more expensive than it already is. On top of all of that, Oracle’s existing data centers are also in greater jeopardy than before Trump went to war. A Dubai data center has been hit by debris already. …
… On the earnings call, Musk said that only 10 percent of the compute SpaceX builds will go to Grok. SpaceX now has deals with Google, Anthropic, Reflection AI, and Cursor, an AI company Musk eventually chose to acquire. …