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AI news about company strategy, partnerships, earnings and leadership.

2 stories in the last 3 days

Yesterday

1 story
  1. Must read SemiAnalysis

    Elon Is Doing It Again: SpaceX Will Be The World’s Biggest AI Cloud

    This unprecedented pace of AI infrastructure and behind-the-meter power deployment positions Elon Musk's companies to potentially become the largest AI compute provider in the world within a few years.

    SemiAnalysis reports that SpaceX is rapidly constructing massive AI datacenter capacity across multiple locations, including expansions at Colossus 2 and new sites at Starbase and TeraFab in Texas, targeting roughly 13GW by 2027. To achieve record-breaking build times and bypass grid constraints, the company is utilizing modular equipment from Tesla, mobile gas turbines, and a nearly 6GWh battery energy storage system.

    1 source

Mon, Nov 2

1 story
  1. Must read Hacker News

    Anthropic reports $17B in Q3 revenue, commitments of $895B in revised S-1

    Anthropic's IPO filings provide an unprecedented public look at the massive revenue scale and nearly $900 billion compute commitments of a frontier AI lab.

    Anthropic filed an amended Form S-1 for its upcoming IPO, reporting $17 billion in third-quarter revenue and $33.24 billion in revenue for the first nine months of the year alongside a $104 billion net loss. The filing also revealed $895.4 billion in future purchase and lease commitments, nearly all of which are dedicated to compute and infrastructure.

    2 sources

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