> 1) Anthropic because Elon Musk bought too much Compute and doesn't need it for his own AI proudct.

The Grok models and products also use the compute in SpaceX's data centers. It only makes sense to provide that excess compute to others such as Anthropic that don't own any, and that is worth tens of billions a quarter.

> In parallel Neoclouds are building up the same compute and its more like a negative sign that they got lucky

It is not the same. You can ask any chatbot, how many GPUs do the neoclouds have over SpaceX in their data centers?

Then:

> 2) ? I don't understand what you mean. Are we now talking about Datacenters for others or the space thing?

Both. The point being that they (SpaceX) are already quickly building new ones on land codenamed "Gun Range" and "Spam" and are the only ones that can launch and connect all of them via Starlink (if they eventually launch new ones into space) and serve both themselves and new customers.

> Amazon Leo is an alternative. But for sure Space-X started a race to the bottom (china, blue origin and co) so they have to start moving and use their first mover advantage.

Amazon Leo is not even generally available. So that doesn't even count.

> My point is, that Space-X is already responsible for the most amount of payload which gets send into space. We as a whole planet don't have that much payload and Space-X made it alot cheaper to send payload up.

So what happens when the neoclouds are not able to build data centers on land anymore due to legislation that prohibits more of them getting built [0] and ultimately they get paused? Most of the neoclouds are already sold out and cannot build more of them and have deadlines on these loans with interest on them.

Maybe the compute has to be deployed somewhere else in the long term....

> So were is the 1 Trillion evaluation? Btw. its currently at 1.89T

Exactly. It if goes lower than 1T it is cheap. This is not even pricing in the building of their own semiconductor fabricator (Terafab).

[0] https://www.theguardian.com/us-news/2026/nov/04/datacenters-...