SemiAnalysis talk about SpaceX’s 10 GW AI compute ambitions. SpaceX can fund the build, they have the power for it, they have the sites and they will get the chips. The Frontier labs [Anthropic, OpenAI and Microsoft] can generate ~$100 million of revenue per megawatt per year today on API inference with GB300-class systems. Cost ...

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Link :
https://www.nextbigfuture.com/2026/08/semianalysis-deep-dive.html