qinbafrank|5月 21, 2026 05:42
Data centers are truly high-quality cash flow assets. According to SpaceX's IPO documents, Anthropic has agreed to pay SpaceX $1.25 billion ($1.25 billion) per month for access to the Colossus data center's computing power, with a contract period until May 2029. If executed in full, it would be close to 45 billion US dollars.
At first, the main computing power of Colossus 1 (about 300MW, over 220000 NVIDIA GPUs) was fully utilized, and later expanded to Colossus 2 (over 1GW). Of course, only a portion of Colossus 2 is estimated to be given to Authentic, as xAI now mainly runs on Colossus 2.
According to the disclosed fraud, the total cost of Colossus 1 is 7 billion US dollars, and the total cost of Colossus 2 is over 20 billion US dollars. The estimated total cost of the two data centers is close to 30 billion US dollars. Now all of Colossus 1 and a small portion of Colossus 2 (estimated to be not much, according to market conditions, eating up all of Colossus 1's computing power would cost about $1 billion per month) can bring in monthly revenue of $1.25 billion and annual revenue of $15 billion, with real and high-quality cash flow
It is worth noting that there were reports in the initial draft of SpaceX's prospectus that the construction cost of SpaceX data centers was only $2.7 million per megawatt (industry benchmark of approximately $12.3 million per megawatt), but this figure was removed in the final version, leaving only the wording 'considered lower than industry benchmarks'.
It has to be said that Lao Ma's company's engineering capabilities are definitely top-notch.
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