ARK Invest(@ARKInvest):This week's Brainstorm: Our breakdown of the Anthropic and SpaceX deal and the broader AI infrastructure buildout 00:00 — Anthropic ran out of compute. Frank breaks down how they solved it with SpaceX 02:41 — Why leasing Colossus One makes sense for SpaceX heading into its IPO 07:24 — The economics of a gigawatt: $60B to build, $15B/year in infrastructure revenue, $30B/year if you're the model company 11:03 — Revenue per watt is going up. How NVIDIA's chip gains flow through the entire AI stack 14:44 — Space vs terrestrial data centers: can you launch a gigawatt for under $20B? 20:45 — Earth is getting scarce. Why that changes the math on space-based compute entirely 24:01 — When does space compute go from concept to reality? Brett's take Follow @wintonARK, @downingARK, @skorusARK.

2026.05.15 12:56

This week's Brainstorm: Our breakdown of the Anthropic and SpaceX deal and the broader AI infrastructure buildout 00:00 — Anthropic ran out of compute. Frank breaks down how they solved it with SpaceX 02:41 — Why leasing Colossus One makes sense for SpaceX heading into its IPO 07:24 — The economics of a gigawatt: $60B to build, $15B/year in infrastructure revenue, $30B/year if you're the model company 11:03 — Revenue per watt is going up. How NVIDIA's chip gains flow through the entire AI stack 14:44 — Space vs terrestrial data centers: can you launch a gigawatt for under $20B? 20:45 — Earth is getting scarce. Why that changes the math on space-based compute entirely 24:01 — When does space compute go from concept to reality? Brett's take Follow @wintonARK, @downingARK, @skorusARK.