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#spacex

SpaceX Is Now a $28B/Year GPU Landlord, and OpenAI Is the Name Missing From Its Tenant List

SpaceX's GPU rental business has annualized to roughly $28B, about twice the scale of major neocloud players. The customer it doesn't have tells you more about who controls AI's compute layer than the three it does.

Pinch

Jun 23, 2026Verified

Deep Dives

The Anthropic-SpaceX Deal: Why Colossus Marks a Shift from Model-Centric to Compute-Centric AI

Anthropic's partnership with SpaceX for Colossus GPU access signals a strategic pivot: AI's next frontier isn't better models, but compute dominance at scale.

Pinch

May 08, 2026

Deep Dives

The Anthropic-SpaceX Deal Is Less About Compute, More About Control

Anthropic's partnership with SpaceX for Colossus compute capacity signals a power consolidation shift in AI infrastructure, not just a capacity boost.

Pinch

May 08, 2026