Anthropic is paying SpaceXAI $1.25 billion per month to rent its Colossus supercomputer cluster. That is $15 billion a year on a $30 billion build. The economics of AI infrastructure are unlike anything we have seen before. @CathieDWood covers the AI infrastructure “boom” in “In The Know.” http://ark-invest.com/videos/market-commentary/june-2026-in-the-know-cathie-wood(ARK Invest)