#compute

SpaceX's AI revenue tripled to $2.6B driven by compute deals with Anthropic and Google, though the division remains unprofitable at $1.5B in losses.

Anthropic signs six-year, $10B cloud compute agreement with startup Volta, which will build a 133MW facility in Norway powered by Nvidia's latest chips.

As AI infrastructure scales, idle compute has become the bottleneck. Companies with identical GPU budgets now diverge on utilization rates, mirroring airlines' economics.

The stealth-exit startup dedicates nearly all its Series A funding to infrastructure as it targets product launches by October.

AMD will invest up to $5B in Anthropic and deploy 2 gigawatts of MI450 GPUs, with the first gigawatt operational by mid-2027.

Anthropic is exploring a collaboration with Samsung on a custom processor to reduce dependence on Nvidia, following OpenAI's recent inference chip announcement.

Meta is preparing to sell compute capacity and host AI models as a new revenue stream, following SpaceX's lead in transforming data-center assets into profitable services.

Reflection AI commits to $150M monthly for Nvidia GB300 chips at SpaceX's Memphis data center through 2029, positioning open-weights models as alternative to closed frontier labs.

Google will pay SpaceX $920 million per month for access to approximately 110,000 NVIDIA GPUs and related compute infrastructure from October 2026 through June 2029, according to a regulatory filing.

OpenAI and partners opened The Barn, a 1GW data center in Saline, Michigan, pledging union jobs, water conservation, and community investment.

SpaceX CEO Elon Musk claims a 180-day lease with 90-day exit terms, but SpaceX's SEC filing describes a three-year agreement through May 2029 at $1.25B/month.

A new inference cloud startup backed by FUSE VC is deploying specialized chips to undercut GPU-heavy competitors in the race for AI inference capacity.

SpaceX is finalizing v1.0 of a custom AI training framework built in C, according to Elon Musk.

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.

A three-year infrastructure deal between rivals signals xAI's pivot to cloud provider model and raises questions about compute utilization.

OpenAI's Stargate initiative has already exceeded its original 10GW U.S. compute target, with 3GW added in just the last 90 days.