alt Hacker Newshas anyone done the math on: 1. cost to build out and run the data centers 2. cost of compute (hardware and energy) 3. depreciation of legacy GPU and thus value at the end of 3 years.
And then compare the $45B revenue from Anthropic to see if it's mostly break even or if one of Anthropic/SpaceX came out ahead on the contract.
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Maybe it is a win/win. Anthropic gets desperately needed compute at a fair price. SpaceXAI sells compute at a fair price and gets desperately needed revenues.
Well Colossus 1 has 230k GPUs, including 30k GB200s and Colossus 2 has 550k GB200s & GB300s.
So my guess on costs would be like ~$10B for Colossus 1, and Colossus 2 would be like ~20b.
It has $25 billion on AI cap expenditure in the S1. So generally looks like a solid deal for SpaceX.
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SpaceX is already indicating their strategy on this, because they’re renting their last-gen data center to Anthropic and keeping the current-gen data center for themselves. Rinse and repeat.