Uploaded May 2026 | Updated September 2026, 1 day ago
Colossus 1 and part of 2 is leasing to Anthropic for $15 billion per year. This will mean SpaceXAI will be able to have more deals to build faster with huge profits. They can be renting ½ of the new capacity to scale the earth based data centers to 100B+/year high-margin rental business by 2027 and even $200 billion in 2028.
More deals and more construction will make AI data centers and Cursor enterprise AI business the main business for spaceX until AI data centers in space take over in 2028-2029.
As a disclaimer and disclosure, Brian is an investor with stakes in Tesla, SpaceX, and other stocks, indexes, ETFs, as well as startups, and is actively involved in startup ventures and with wealth management.
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Colossus 1 and part of 2 is leasing to Anthropic for $15 billion per year. This will mean SpaceXAI will be able to have more deals to build faster with huge profits. They can be renting ½ of the new capacity to scale the earth based data centers to 100B+/year high-margin rental business by 2027 and even $200 billion in 2028.
More deals and more construction will make AI data centers and Cursor enterprise AI business the main business for spaceX until AI data centers in space take over in 2028-2029.
As a disclaimer and disclosure, Brian is an investor with stakes in Tesla, SpaceX, and other stocks, indexes, ETFs, as well as startups, and is actively involved in startup ventures and with wealth management.
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.
