Uploaded July 2026 | Updated September 2026, 4 hours ago
Gemini 3.5 Pro is months behind schedule. Engineers are now required to use AI to write code and there isn't enough compute to go around. Q1 capex was $35.7B, more than double a year ago, and the CFO already said 2027 will significantly increase from there.
Grok thinks there are high odds that Google expands the AI compute deal with SpaceXAI. Anthropic Fable is less certain on Google but thinks someone big announces a deal in Q3 and more deals in Q4. Anthropic think some new major tenant for SpaceXAI deal (anyone) is announced by end of Q3 is 70–80%. SpaceXAI has signed three deals in ~six weeks and Musk has said he's actively seeking customers. The base rate here is high. The question is who, not whether. Google odds are as high as 60%, 35-40% for Anthropic and then others like Microsoft. I think a new deal announcement in the next month and more immediately following will be very good for SpaceX and Echo stock. Especially as Echo gets the ATT money next week and the bankruptcy package to cut costs.
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Gemini 3.5 Pro is months behind schedule. Engineers are now required to use AI to write code and there isn't enough compute to go around. Q1 capex was $35.7B, more than double a year ago, and the CFO already said 2027 will significantly increase from there.
Grok thinks there are high odds that Google expands the AI compute deal with SpaceXAI. Anthropic Fable is less certain on Google but thinks someone big announces a deal in Q3 and more deals in Q4. Anthropic think some new major tenant for SpaceXAI deal (anyone) is announced by end of Q3 is 70–80%. SpaceXAI has signed three deals in ~six weeks and Musk has said he's actively seeking customers. The base rate here is high. The question is who, not whether. Google odds are as high as 60%, 35-40% for Anthropic and then others like Microsoft. I think a new deal announcement in the next month and more immediately following will be very good for SpaceX and Echo stock. Especially as Echo gets the ATT money next week and the bankruptcy package to cut costs.
Follow Brian Wang on NextBigFuture.com
Follow Brian Wang on X.com/@NextBigFuture
Patreon - Next Big Future
This channel brings you the most important science and technology breakthroughs and analysis at least once per week.
