Brett Winton(@wintonARK):Anthropic paying spaceXai $24b in revenue per nameplate GW. SpaceXai spent $29b per GW building out that capacity. If the contract were to last 5 years, $50+ billion in cumulative pre-tax cashflow. Being wildly efficient at converting cash into physical compute assets in a world that finds itself suddenly wildly short of compute assets is not a bad spot to be.

Brett Winton

@wintonARK

Chief Futurist @ARKInvest. ARK Venture IC. Welcome to the Great Acceleration.

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Brett Winton@wintonARK

2026.06.01 16:50

Anthropic paying spaceXai $24b in revenue per nameplate GW. SpaceXai spent $29b per GW building out that capacity. If the contract were to last 5 years, $50+ billion in cumulative pre-tax cashflow. Being wildly efficient at converting cash into physical compute assets in a world that finds itself suddenly wildly short of compute assets is not a bad spot to be.

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