Google will pay SpaceX $920M per month for compute
SpaceX has lined up another compute deal ahead of its historic IPO, this time with Google. The company announced the deal in a regulatory filing on Friday. Under the terms…
Google selling $10B of equity to Berkshire is fascinating and functions as a signal that AI demand is high, in a world where the most cash buys the most compute (Ben Thompson/Stratechery)
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Alphabet plans to raise $80 billion to pay for AI buildout
Google parent company Alphabet said Monday that it plans to raise $80 billion to help pay for the massive AI infrastructure buildout it has planned. Alphabet will sell off that…
This chip startup just raised $135M on a bet that AI’s biggest bottleneck isn’t compute — it’s memory
Every time you ask ChatGPT a question, your request triggers a data relay race. Information leaves memory, passes through a CPU for preprocessing, travels to a GPU for heavy computation,…
Snowflake stock closed up 36% on Thursday, its best day ever, after the company boosted guidance and announced an AI compute deal with Amazon (Samantha Subin/CNBC)
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How long is Anthropic’s lease with SpaceX? Opinions vary.
Earlier this month, xAI signed a major compute deal with Anthropic, pledging billions of dollars a month for exclusive use of the company’s Colossus cluster. It was a coup for…
Has the hunt for AI compute uncovered the next Cerebras?
The raging demand for computers to run AI models has only accelerated, but there are two major obstacles that anyone in the business needs to overcome: getting the right chips,…
Anthropic is paying SpaceX $1.25B/mo. until May 2029 under their compute deal; Anthropic says it’s expanding the deal to include Colossus 2 capacity (Ina Fried/Axios)
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Anthropic will pay xAI $1.25 billion per month for compute
Earlier this month, Anthropic surprised the AI world with a deal to buy 300 megawatts worth of compute — securing the entire output of the Colossus 1 data center near…
Anthropic’s SpaceX deal helps it address a severe compute deficit and comes amid Elon Musk’s OpenAI lawsuit; Grok never grew to utilize xAI’s Colossus 1 (Axios)
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