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The Compute Crisis: Why Google and Anthropic Are Paying SpaceX a Premium to Rent GPUs

2026年6月17日·2 min

The Compute Crisis: Why Google and Anthropic Are Paying SpaceX a Premium to Rent GPUs

Microsoft, Google, and Anthropic face severe compute shortages. Anthropic pays SpaceX $1B/month for GPUs. From TSMC capacity to HBM, storage, and power, the AI supply chain is in full crisis.