SpaceX is already indicating their strategy on this, because they’re renting their last-gen data center to Anthropic and keeping the current-gen data center for themselves. Rinse and repeat.

Maybe it is a win/win. Anthropic gets desperately needed compute at a fair price. SpaceXAI sells compute at a fair price and gets desperately needed revenues.

Well Colossus 1 has 230k GPUs, including 30k GB200s and Colossus 2 has 550k GB200s & GB300s.

So my guess on costs would be like ~$10B for Colossus 1, and Colossus 2 would be like ~20b.

It has $25 billion on AI cap expenditure in the S1. So generally looks like a solid deal for SpaceX.

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