SpaceX Quietly Became an AI Cloud Company and Google Is Paying Almost $1B/Month for GPU Compute
“Our AI is shit, so we make more money renting out the GPUs to other companies to recoup some of our expenses.” h/t tke248
compute
The OpenAI cash wall, the trial of the century, and the death of the “infinite compute” dream
The CFO news is the absolute center of the storm this morning.. Where is the green? Nevermind we have a party pooper – OpenAI pic.twitter.com/nBfTrKsxi9 — Avg Gal | Stocks & Life 🌱 (@theaveragegal__) April 28, 2026 Sarah Friar just pulled the fire alarm: she’s privately warning that the $600 billion compute bill is coming …
Anthropic is effectively a sovereign state of compute now, consuming enough power to run a mid-sized city just to stay ahead of OpenAI.
Anthropic’s run-rate revenue hit $30 billion, triple what it was three months ago. To keep up with demand, the company locked in 3.5 gigawatts of Google TPU capacity through Broadcom, enough to power a mid-sized city. More than 1,000 businesses now pay seven figures annually for Claude. At the end of 2025, Anthropic was generating …
HSBC built a model to figure out if OpenAI can actually pay for all the compute it’s contracted. The answer is no
HSBC built a model to figure out if OpenAI can actually pay for all the compute it's contracted. The answer is no byu/RobertBartus inEconomyCharts A model was not necessary for this. To spend 1.4 trillion, you have to make in the ballpark of 1.4 trillion. Their lifetime revenue is like 25 billion. h/t AverageUnited3237