Uploaded June 2026 | Updated September 2026, 13 hours ago

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– xAI already #2 in AI cloud rental, ahead of Google and Amazon on all cloud revenue
– Current run rate: $26B/year in signed contracts (up from under $1B), mostly profit
– Only using 40% of Colossus 2. Fully rented out colossus 1 and 2, run rate goes to $64B/year
– Full Colossus 1 + 2 rental would exceed Microsoft, Amazon, and Google cloud combined
– Rubin chips (500K GPUs, ~1 GW). worth ~$100B+/year in rental revenue
– If xAI replicates Anthropic’s model capability, inference value 10x, pushing toward $300-400B/year
– Jensen Huang at Sequoia VC conference 1 GW of data center worth $300-400B/year. Complete AI data centers are worth more than components alone


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