Infrastructure on Osmond van Hemerthttps://osmondvanhemert.nl/tags/infrastructure/Recent content in Infrastructure on Osmond van HemertHugo -- gohugo.ioen© Osmond van Hemert. All rights reserved.Thu, 07 May 2026 00:00:00 +0000Anthropic's SpaceX Deal — How Compute Capacity Became the Real AI Moathttps://osmondvanhemert.nl/posts/260507-anthropic-compute-moat/Thu, 07 May 2026 00:00:00 +0000https://osmondvanhemert.nl/posts/260507-anthropic-compute-moat/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.