Anthropic commits $15 billion annually to SpaceX's Colossus data centers through 2029
SpaceX's IPO filing reveals Anthropic will pay $1.25 billion monthly for AI training capacity, underscoring the compute scarcity driving major AI infrastructure deals.
Anthropic commits $1.25B monthly to xAI for compute through 2029
A three-year infrastructure deal between rivals signals xAI's pivot to cloud provider model and raises questions about compute utilization.
OpenAI Blows Past Its Own Stargate Target — Then Sets a Bigger One
OpenAI's Stargate initiative has already exceeded its original 10GW U.S. compute target, with 3GW added in just the last 90 days.