Elon Musk reacted to a multibillion-dollar artificial intelligence compute deal between Anthropic and SpaceXAI signals long-term financial strength, even as Ark Invest's Brett Winton argued the agreement reflects a strategic shift in how AI infrastructure is being valued.
Massive Compute Deal Sparks Debate The discussion began after Winton said on X that Anthropic is effectively paying SpaceXAI about $24 billion per gigawatt of AI computing capacity, with infrastructure costs estimated near $29 billion per gigawatt.
He suggested that if the arrangement lasts around five years, it could translate into more than $50 billion in cumulative pre-tax cash flow.
Source: X Read Also: Elon Musk's SpaceX Just Made An IPO Filing Change That Has Tesla Investors Buzzing In a follow-up post, he wrote, "The above assumes that SpaceX is renting out its GB200/300 fleet." The analyst noted that if the agreement instead covers all of Colossus I—primarily composed of H100 and H200 chips—along with portions of Colossus II equipped with GB200 and GB300 systems, the economics would be even stronger, potentially generating more than $60 billion in gross cash flow over five years.
Source: X Musk Pushes Back On Long-Term Assumptions Musk responded by cautioning against overinterpreting the figures.
