Anthropic's SpaceX Deal — How Compute Capacity Became the Real AI Moat
·1137 words·6 mins
Anthropic just bought all 300+ MW of SpaceX’s Colossus 1 data centre. Stacked next to its multi-gigawatt deals with AWS, Google, Azure and Fluidstack, the frontier-model race has quietly become a power-and-real-estate race — and that changes what developers can expect from these APIs.