Anthropic’s $45B SpaceX Compute Deal
Anthropic will pay SpaceX nearly $45 billion over three years for computing resources to power Claude.
Timeline
A practical breakdown of AMD’s enterprise AI push, plus a copy-ready template for open, governed AI infrastructure planning.
A developer-style breakdown of Ed Zitron’s case that AI capex is propping up debt, not durable revenue.
Base’s back-to-back outages show that single-sequencer L2s trade too much reliability for convenience.
A 2026 comparison of the top vector databases for production RAG, search, and agent workloads.
A mobile app stays fast and safe in production by using modular code, BFFs, versioning, flags, and staged rollouts.
llama.cpp and vLLM are local LLM inference engines for different hardware and traffic patterns.
Perplexity’s $1,000 Solana call is a bull-case fantasy, not a base-case forecast.
A developer read on Anthropic’s 90-minute takedown order and the playbook it implies for incident response, comms, and rollback.
I break down how Anthropic split Claude Mythos 5 into public and restricted tiers, plus a copy-ready policy template.
Databricks is right: production AI serving should adapt to each model instead of being hand-tuned.
A side-by-side look at four free Midjourney access methods and when paid access still wins.
ROCm and CUDA trade lower cost and openness against broader support and faster performance.
A breakdown of how DXC is packaging Claude for mission-critical enterprise systems, plus a copy-ready rollout template.
New Relic’s survey shows AI code looks good in review, then creates incidents, rework, and observability debt in production.
5 CUDA-core facts that show why GPU training speed depends on more than raw core count.
OpenAI should allow ads only around safe chats and keep sensitive conversations off-limits.
4 AI giants are racing toward public markets as OpenAI, Anthropic and SpaceX chase billions for compute and growth.
1 financing package shows how IREN is funding Microsoft AI capacity with investment-grade GPU-backed debt.
I break down how Big Tech’s $700bn AI spend shifts from hype to cash flow, and give you a copy-ready capital-allocation template.
Anthropic called for a temporary pause on AI development while it detailed Claude’s progress and filed for an IPO that could value it at $1tn.
5 reasons Dell may outpace Nvidia and Micron in 2026, from AI server orders to a $51.3 billion backlog and cheap valuation.
SMCI’s upside comes from AI server supply tightness, not just the agentic AI buzz.
I break down Anthropic’s confidential S-1 filing and what it means for developers building on Claude.
Snowflake’s expanded Anthropic partnership is the right enterprise AI strategy because it puts Claude where company data already lives.
MLOps is now the discipline that keeps ML and LLM systems versioned, monitored, and retrained after deployment.
4 takeaways from Snowflake’s $6 billion AWS deal, including what it signals for Graviton, AI chips, and cloud spending.
Omdia’s 2026 AI factory playbook reframes infrastructure around token output, sovereignty, and the last mile of AI delivery.
I break down why Anthropic’s Mythos news pushed Palo Alto higher and what the stock’s premium valuation means now.
Anthropic’s Microsoft deal shows AI labs are building on multi-cloud, multi-chip infrastructure instead of betting on one vendor.
Anthropic will pay SpaceX nearly $45 billion over three years for computing resources to power Claude.
Anthropic and Amazon signed a bigger AWS deal: up to 5GW for Claude, $100B+ over 10 years, and 100,000+ AWS customers already using it.
Amazon will invest up to $25B in Anthropic, while Anthropic plans to spend over $100B on AWS over 10 years for AI compute.
OpenAI may approach a $1 trillion valuation, while Anthropic targets $400B-$500B. Their IPOs could reshape AI funding and cloud spending.