Linus ✦ Ekenstam 🔜 Adobe MAX Miami 2026(@LinusEkenstam):The $3.1B/month rate isn't guaranteed through 2029. Regardless, the compute play is paying off for SpaceX(AI)>(SI). While neoclouds might suffer, the big compute providers will absolutely dominate. With NVIDIA being amongst the big winners. Buy more, save more.

Linus ✦ Ekenstam 🔜 Adobe MAX Miami 2026@LinusEkenstam

2026.10.27 09:29

The $3.1B/month rate isn't guaranteed through 2029. Regardless, the compute play is paying off for SpaceX(AI)>(SI). While neoclouds might suffer, the big compute providers will absolutely dominate. With NVIDIA being amongst the big winners. Buy more, save more.

NIK@ns123abc

2026.10.26 17:09

🚨 BREAKING: SpaceX locked Anthropic into paying them $3.1 billion per MONTH for compute starting December $37B a year = $120.5 BILLION through 2029 Every month, ~80% of Anthropic's current revenue would be SpaceXSI compute bill BIGGER than its Google and Amazon long-term deals Anthropic warns short-term compute "carries a higher cost per unit" and will "compress our operating margin"