Anthropic IPO, wow. Is Anthrop-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Anthropic IPO, wow. Is Anthropic's $SpaceX(SPCX)$ lease the largest turnkey GPU rental in history? The numbers confirm it.

At $1.25B/month ($15B/yr), Anthropic leasing 100% of SpaceX's Colossus 1 (300+ MW, roughly 220k-325k GPUs) dwarfs every other datacenter deal on earth:

- CoreWeave mega-deals: around $150M-$250M/month

- Oracle Cloud (OCI) OpenAI contracts: around $350M-$450M/month

- Anthropic at Colossus 1: $1.25B/month, over 3x to 5x larger than any neo-cloud peer.

Why this changes everything for $SpaceX(SPCX)$ :

1. Massive Revenue Engine: Delivers $3.75B/quarter, generating about 50% of SpaceX's entire Super Intelligence segment ($7.56B in Q3).

2. De-risks Mega-Capex: SpaceX deployed $16.4B in Q3 AI capex. Anthropic immediately monetizes this infrastructure from Day 1.

3. Speed-to-Power Moat: Proves SpaceX can energize multi-hundred-megawatt gigaclusters years faster than AWS or legacy REITs.

SpaceX isn't just launching rockets; it is monetizing the largest physical compute monopoly on the planet. $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

1

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":620937584095464,"tweetId":"620937584095464","gmtCreate":1792604024000,"gmtModify":1792635153265,"author":{"id":9000000000000181,"idStr":"9000000000000181","authorId":9000000000000181,"authorIdStr":"9000000000000181","name":"blinky","avatar":"https://community-static.tradeup.com/news/b7e488f0f7683bcc2f916727332a2d8b","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":123,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/1be3655c969a49d8ba3707eb6e7bf726","width":"1152","height":"1728"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/1be3655c969a49d8ba3707eb6e7bf726","width":"1152","height":"1728"}],"title":"","html":"<html><head></head><body><p>Anthropic IPO, wow. Is Anthropic's <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a> lease the largest turnkey GPU rental in history? The numbers confirm it.</p>\n<p>At $1.25B/month ($15B/yr), Anthropic leasing 100% of SpaceX's Colossus 1 (300+ MW, roughly 220k-325k GPUs) dwarfs every other datacenter deal on earth:</p>\n<p>- CoreWeave mega-deals: around $150M-$250M/month</p>\n<p>- Oracle Cloud (OCI) OpenAI contracts: around $350M-$450M/month</p>\n<p>- Anthropic at Colossus 1: $1.25B/month, over 3x to 5x larger than any neo-cloud peer.</p>\n<p>Why this changes everything for <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a>:</p>\n<p>1. Massive Revenue Engine: Delivers $3.75B/quarter, generating about 50% of SpaceX's entire Super Intelligence segment ($7.56B in Q3).</p>\n<p>2. De-risks Mega-Capex: SpaceX deployed $16.4B in Q3 AI capex. Anthropic immediately monetizes this infrastructure from Day 1.</p>\n<p>3. Speed-to-Power Moat: Proves SpaceX can energize multi-hundred-megawatt gigaclusters years faster than AWS or legacy REITs.</p>\n<p>SpaceX isn't just launching rockets; it is monetizing the largest physical compute monopoly on the planet. <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a></p>\n<p><img src=\"https://community-static.tradeup.com/news/1be3655c969a49d8ba3707eb6e7bf726\" tg-width=\"1152\" tg-height=\"1728\"></p></body></html>","htmlText":"<html><head></head><body><p>Anthropic IPO, wow. Is Anthropic's <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a> lease the largest turnkey GPU rental in history? The numbers confirm it.</p>\n<p>At $1.25B/month ($15B/yr), Anthropic leasing 100% of SpaceX's Colossus 1 (300+ MW, roughly 220k-325k GPUs) dwarfs every other datacenter deal on earth:</p>\n<p>- CoreWeave mega-deals: around $150M-$250M/month</p>\n<p>- Oracle Cloud (OCI) OpenAI contracts: around $350M-$450M/month</p>\n<p>- Anthropic at Colossus 1: $1.25B/month, over 3x to 5x larger than any neo-cloud peer.</p>\n<p>Why this changes everything for <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a>:</p>\n<p>1. Massive Revenue Engine: Delivers $3.75B/quarter, generating about 50% of SpaceX's entire Super Intelligence segment ($7.56B in Q3).</p>\n<p>2. De-risks Mega-Capex: SpaceX deployed $16.4B in Q3 AI capex. Anthropic immediately monetizes this infrastructure from Day 1.</p>\n<p>3. Speed-to-Power Moat: Proves SpaceX can energize multi-hundred-megawatt gigaclusters years faster than AWS or legacy REITs.</p>\n<p>SpaceX isn't just launching rockets; it is monetizing the largest physical compute monopoly on the planet. <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a></p>\n<p><img src=\"https://community-static.tradeup.com/news/1be3655c969a49d8ba3707eb6e7bf726\" tg-width=\"1152\" tg-height=\"1728\"></p></body></html>","text":"Anthropic IPO, wow. Is Anthropic's $SpaceX(SPCX)$ lease the largest turnkey GPU rental in history? The numbers confirm it. At $1.25B/month ($15B/yr), Anthropic leasing 100% of SpaceX's Colossus 1 (300+ MW, roughly 220k-325k GPUs) dwarfs every other datacenter deal on earth: - CoreWeave mega-deals: around $150M-$250M/month - Oracle Cloud (OCI) OpenAI contracts: around $350M-$450M/month - Anthropic at Colossus 1: $1.25B/month, over 3x to 5x larger than any neo-cloud peer. Why this changes everything for $SpaceX(SPCX)$ : 1. Massive Revenue Engine: Delivers $3.75B/quarter, generating about 50% of SpaceX's entire Super Intelligence segment ($7.56B in Q3). 2. De-risks Mega-Capex: SpaceX deployed $16.4B in Q3 AI capex. Anthropic immediately monetizes this infrastructure from Day 1. 3. Speed-to-Power Moat: Proves SpaceX can energize multi-hundred-megawatt gigaclusters years faster than AWS or legacy REITs. SpaceX isn't just launching rockets; it is monetizing the largest physical compute monopoly on the planet. $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/620937584095464","repostId":0,"isVote":1,"tweetType":1,"viewCount":24,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","SPY","SPCX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":915,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/620937584095464"}