📅 Oct 11, 2026
Demand for AI computing power now exceeds supply — and rivals are renting GPUs from each other.
LexxWire
Earlier this year, Anthropic co-founder Tom Brown drove to SpaceX's offices to broker a deal to rent computing power after Claude Code's success strained capacity.
LexxWire
Anthropic agreed to pay SpaceX about $1.25 billion per month through May 2029 for access to roughly 325,000 Nvidia GPUs — up to $84.5 billion in total, per IPO filings.
LexxWire
Google will pay $920 million a month from October 2026 for about 110,000 Nvidia GPUs from SpaceX, while Microsoft has reportedly held similar talks.
LexxWire
With prices rising, Anthropic warned its growth could be 'limited principally by the availability of compute' — and venture firms are reserving clusters just for startups.
LexxWire
Thanks for reading!