Shanu Mathew(@ShanuMathew93):Three claims I see on here 100x a day: 1) SpaceX has more compute than anyone. It should reach ~2 GW by year-end. AWS and Microsoft are each adding ~1 GW per quarter globally, with Google and Meta likely in the same range. 2) BTM can add 5–10+ GW annually. Yet SpaceX, supposedly the fastest BTM scaler, will reach ~2 GW after 1–2 years. 3) Anthropic is reliant on SpaceX. Anthropic disclosed >300 MW at Colossus I. SpaceX later said the agreement also covers Colossus II, but has not disclosed the total MW. Dylan Patel estimates Anthropic scales from <2 GW to >5 GW this year. These claims do not reconcile!

2026.08.29 18:53

Three claims I see on here 100x a day: 1) SpaceX has more compute than anyone. It should reach ~2 GW by year-end. AWS and Microsoft are each adding ~1 GW per quarter globally, with Google and Meta likely in the same range. 2) BTM can add 5–10+ GW annually. Yet SpaceX, supposedly the fastest BTM scaler, will reach ~2 GW after 1–2 years. 3) Anthropic is reliant on SpaceX. Anthropic disclosed >300 MW at Colossus I. SpaceX later said the agreement also covers Colossus II, but has not disclosed the total MW. Dylan Patel estimates Anthropic scales from <2 GW to >5 GW this year. These claims do not reconcile!

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