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SpaceX leased its full Colossus 1 supercomputer to Anthropic last week, and Chamath Palihapitiya called the move a “valuation reinforcement” for Elon Musk’s SpaceX ahead of its $2 trillion IPO.
Altimeter Capital’s Brad Gerstner pegged the rocket maker at 40 to 50 times revenue on $40 to $50 billion in next-year sales on Friday’s All-In episode, with the hosts dubbing the new cloud business “Elon Web Services.”
The deal covers 220,000 Nvidia (NASDAQ:NVDA) GPUs and over 300 megawatts of power, putting SpaceX in direct competition with Amazon.com (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT) and Alphabet (NASDAQ:GOOGL) for AI cloud spend.
What Musk Kept For Himself
Colossus 1 runs older H100 chips while xAI keeps its …
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