SpaceXAI Provides Near IMMEDIATE Gigawatt Scale AI Data Center Capaci…

SpaceX is leasing gigawatt-scale AI compute capacity at premium rates by selling immediacy: Anthropic secured 300 MW from Colossus 1 in Memphis within months rather than waiting 1-3 years for purpose-built facilities. The $1.25B/month deal signals a structural shift in how frontier labs acquire training capacity, with Amazon, Google, and Microsoft all reporting severe capacity shortages. If you sell chips, power, cooling or networking to data centres, your customer just changed from Microsoft to Anthropic—and they pay 3-5x the standard rate because they can't wait. The compute shortage isn't clearing; it's creating a permanent premium layer for anyone who can deliver capacity in months, not years.