SpaceX and Anthropic 300MW Compute Partnership
chamath.substack.com · 973 words · saved by 1 readers
A summary of the interesting content that I consumed this past week…
What I Read This Week: a summary of the content that I consumed this past week… Caught My Eye… 1) SpaceX Partners with Anthropic On May 6, Anthropic signed a multi-year deal with SpaceX to rent the entire compute capacity of Colossus 1, SpaceX’s Memphis supercomputer. The facility gives Anthropic access to more than 300 megawatts of capacity and over 220,000 NVIDIA GPUs, including H100s, H200s, and GB200s. New Street Research estimates the contract will generate $3-$4 billion in annual revenue for SpaceX, with more than $2.5 billion in cash profit. The deal landed at a time when…
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