Keep pulling the thread on Ken Griffin.
Elon Musk has leased the entire Colossus One data center to Anthropic.
Through its deal for the Colossus One data center, Anthropic has added over 220,000 NVIDIA GPUs and over 300 megawatts of energy capacity.
Anthropic's deal for the Colossus One data center added over 300 megawatts of energy to its compute capacity.
By leasing data center capacity to Anthropic, Elon Musk is now competing in the hyperscaler market against Google Cloud, Amazon Web Services, and Azure.
Chamath Palihapitiya believes the revenue performance of Anthropic and OpenAI is entirely constrained by the supply of data centers and power, not by demand.
Brad Gerstner estimates the Anthropic data center deal will generate an incremental $4 to $5 billion of revenue for SpaceX this year.
Elon Musk's MacroHard and MacroHarder facilities will have a combined 1.2 gigawatts of power and will use NVIDIA's Blackwell GPUs.
David Sacks states that Anthropic has been growing at a rate of 10x per year for the last three years.
David Sacks claims Anthropic's ARR grew from approximately $10 billion to $30 billion between January 1st and March 31st, 2024.
David Sacks claims Anthropic's ARR grew from $30 billion to $44 billion in April 2024.
David Sacks predicts Anthropic will exit 2024 at roughly $100 billion of ARR.
David Sacks speculates that Anthropic could reach a trillion dollars in revenue in 2027.