NextBigFuture

XAI AI data center economics are even better when you can start a project and finish it in 12 months and get it rented and paid off while competitors are still building. An active AI Gigawatt of data center in the hand is worth $20 billion per year while an under construction Gigawatt data center ...

XAI Colossus 1 and part of 2 is leasing to Anthropic for $15 billion per year. This will mean SpaceXAI will be able to have more deals to build faster with huge profits. They can be renting ½ of the new capacity to scale the earth based data centers to 100B+/year high-margin rental business by ...

2034 Earth–Venus–Mars opportunity looks promising. 10–15 on-orbit refueling operations may be needed to make a crewed ship full. (A version 4 Starship could refuel with five tanker launches. Most refueling can be done at an altitude of 180–200 km, made possible by Starship’s size. The final refueling may be performed at a higher altitude of ...

Freda Duan estimates XAI Colossus 1 has ~$6B annual rent. Colossus 2 is leasing roughly one-third of its total compute capacity to $Anthropic. I am extending the analysis to renting out one third to one half of the new construction. This does not included distributed compute from Tesla cars, Tesla bots, new servers with Tesla ...

The twelfth flight test of Starship is preparing to launch Friday, May 22. The 90-minute launch window will open at 5:30 p.m. CT. Yesterdays, attempt was cancelled because the launch tower had a pin that did not retract. A live webcast of the flight test will begin about 45 minutes before liftoff, which you can ...