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-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 s...