https://cuigh.com/tags/compute-infrastructure/ Recent content in Compute Infrastructure on AI Pulse Hugo en-US Sun, 05 Jul 2026 21:46:24 +0800 https://cuigh.com/posts/spacex-anthropic-compute-power-plant-2026/ Sun, 05 Jul 2026 21:46:24 +0800 https://cuigh.com/posts/spacex-anthropic-compute-power-plant-2026/ SpaceX revised S-1 filings disclose a $1.25B/month compute supply agreement with Anthropic running through May 2029, terminable by either side on 90 days notice. When a launch company starts selling power at fixed monthly rates, the real meaning is not that SpaceX is suddenly a cloud business. It is that the AI industry's relationship with energy has crossed into the era of the industrial power plant: long-dated contracts, capital committed, capacity locked.