Twenty SpaceX MiniHard AI data centers versus eight million fully monetized Tesla robotaxis—which could generate more profit? Brian Wang breaks down the shocking impact of monthly MiniHard production. AI leasing economics, and the assumptions behind this extraordinary comparison. The key: how quickly SpaceX can turn power, chips, and buildings into paying compute. Brian WangBrian Wang …
Tickerplus data indicates Anthropic’s ARR seems to have flatlined around the time when the token index peaked. Anthropic is at about $76 billion ARR. đź‘€ Interesting data from @tickerplus. Acc to this data, Anthropic's ARR seems to have flatlined around the time when the token index peaked. Many people questioned (rightly) at the time the …
Anthropic’s confidential prospectus now lists agreements that could reach up to $84.5 billion for NVIDIA-double the earlier $45 billion figure. Most of these provisions remain cancelable with 90 days’ notice. This is likely up from $15 billion per year to $25-30 billion per year. Probably about $2.3 to $2.5 billion per month. The SpaceX slice …
AMD is making an $8 billion bet (0.8% of AMD valuation) to see if World Model where if we model all physics and chemistry and everything else we can accelerate the pace of major scientific discovery. Fei Fei and World Models are a leader in this area and need the trillion dollar financial power of …
One new AI data center every month. If SpaceX achieves that MiniHard production pace, the consequences for AI capacity, revenue, and competitors are enormous. MiniHard will become SpaceX’s most important near-term product. Repeating a proven data-center design could turn individual construction projects into a steady stream of usable AI capacity. I compare it to mass …
For those, who were saying that I was wrong and Bank of America was right about the costs of a gigawatt of AI in space, Elon Musk has replied to my X posts with a 100% and laughing emoji. Also, SpaceX has this morning launched SpaceX Starship to orbit and deployed Commercial V3 satellites. If …
SpaceX Starship has gone orbital. Flight 14 worked, but there was one engine out. IF SpaceX Starship has 120 launches with new AI1 satellites that would be a gigawatt of AI in space. There will be no SpaceX AI satellite made for Falcon 9. It would take 700 to 3000 launches of a Falcon 9 …
The minimum level of truly meaningful AI Data Center in space is about 10 Gigawatts before the end of 2030. The reason is that the world is adding 20 to 40 gigawatts per year of data center on earth. Creating a new category of AI data center to move the global needle needs to have …
Here is a dumb and expensive plan you want 3000 cans of soda. Your plan to buy 3000 cans of soda retail from an airport store at $5 per can. The airport store only has 20 cans. They do not sell in bulk. It would take doing to 150 stores to get all of the …
AI goes next level with Mass-Production of the Infrastructure of AI. SpaceX’s most consequential new product is giant AI data center completed every month. A single enormous computing facility is impressive. A mass production system will change EVERYTHING. One completed every month changes the equation. Others spend years building one exceptional facility. Reliably completing one …
SpaceX will have FIVE Giant AI data centers completed by the end of 2026. The LEAD. SHOCKING NEWS. They are serial producing 450 MW AI data centers taking 4 months to build from start to finish with chips installed. They will work at four at time to complete one a month. This is the pace …