alt Hacker NewsWhat's their novelty or moat to maintain the value chain? And why do we only see google, who already owns it, raising their hand to rent at these prices?
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Brybry • last Monday at 7:04 PM
Anthropic is also paying $1.25 billion a month for xAI datacenter compute (though Google does own ~14%? of Anthropic too).
[1] https://www.businessinsider.com/spacex-ipo-anthropic-paying-...
[2] https://www.nytimes.com/2025/03/11/technology/google-investm...
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ralph84 • last Tuesday at 12:18 AM
SpaceX and Tesla used aggressive vertical integration, manufacturing simplification, and reuse to radically lower the cost of building rockets and EVs. It's not unreasonable to speculate they might be able to do the same for hyperscale compute.
I’m not sure they need novelty or moat. AI compute resources are so scarce that inference providers will buy whatever is available. SpaceX sells inference hardware in bulk, with a proven track record of running inference and training workloads at scale.