AI Compute Crunch: Rivals Team Up on $45B GPU Deals
The AI industry’s biggest bottleneck is no longer money — it’s compute. Anthropic, Google and others are now renting GPU capacity from Elon Musk’s SpaceX after demand from Claude Code and other models outstripped their own data centers, per the Wall Street Journal. Full story in slides above — sources: Wall Street Journal, Reuters, TheStreet, October 2026.