Anthropic-SpaceX Compute Deal: Rivals to Roommates, the 300 Megawatt Colossus Handoff, and the First Serious Talk of Orbital AI Data Centers - May 11, 2026

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Anthropic-SpaceX Compute Deal: Rivals to Roommates, the 300 Megawatt Colossus Handoff, and the First Serious Talk of Orbital AI Data Centers - May 11, 2026 Anthropic just revealed eighty x year over year growth in Q1, pushing the run rate to thirty billion dollars, and announced a surprise deal to take the entire 300 megawatt Colossus 1 capacity from Elon Musk's SpaceX, with multi gigawatt orbital data centers on the table. Chris and Laura dig into the economics of AI compute scarcity, the strange detente between former rivals, and what this means for the next phase of the infrastructure...