SpaceX Is Becoming the World's Most Important AI Neocloud
$SpaceX(SPCX)$ lands another computing deal, this time with Reflection, an open source model development company. $150m / month for GB300s. SpaceX the Neocloud!
Deal 1 with Anthropic
Colossus 1 and Colossus 2. Anthropic took all of Colossus 1
$1.25b / month
~325k total chips, split roughly into 150k H100s, 50k H200s, 125k GB200s
~$5-$6 / hour blended
Deal 2 with $Alphabet(GOOG)$
Colossus 2
$920m / month
~110k GB200s / GB300s (not clear which chip)
~$11-$12 / hour
Deal 3 with Reflection
Colossus 2
$150m / month
~18k GB300s
Amount of chips not disclosed, but if we use the same hourly rate as the Google deal, the implied number of GB300s is ~18k
In Summary
$2.32B / month
>$10 / hour for Blackwells (which is a very high rate)
These are all SHORT TERM deals... Each side has a 90 day out
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