@GoSailGlobal so SpaceX becomes the GPU landlord for Google’s AI panic mode
10x the monthly budget on a bridge until 2029 crazy
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Draven
1.1K posts
Draven
@notdrvx
𝗰𝗮𝘁𝗰𝗵𝗶𝗻𝗴 𝗻𝗮𝗿𝗿𝗮𝘁𝗶𝘃𝗲𝘀 𝗯𝗲𝗳𝗼𝗿𝗲 𝗮𝗻𝘆𝗼𝗻𝗲 𝗲𝗹𝘀𝗲 || 𝘁𝗿𝗮𝗰𝗸𝗶𝗻𝗴 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗵𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴 𝗶𝗻 𝗔𝗜
Entrou em Nisan 2026
14 Seguindo34 Seguidores
世界上最大 AI compute 持有者，开始向竞争对手租 GPU
刚刚的官方文件：
· Google 每月付 SpaceX 9.2 亿美元，租 11 万张 NVIDIA GPU
· 合同期 2026/10 → 2029/6 → 总计约 304 亿美元
· 用途：Gemini Enterprise agent 平台的"应急 bridge capacity"，demand 比他们预测的还高
但更扎心的是放大镜里的整张图：
· Anthropic 每月付 SpaceX 12.5 亿（租 Colossus 1 全量） · Microsoft 上周 Build 自研 7 个 MAI 模型 + 自家 MAIA 200 芯片（顺便取消大部分 Claude Code license）
· Alphabet 2026 capex：1800 亿美元，2027 年还要"significantly increase"
· 为支撑这笔钱，Alphabet 刚宣布 800 亿美元股权增发
意味着什么？
1️⃣ 世界上算力最多的公司（Google 是全球最大 TPU 持有者）已经在掏钱租 GPU
2️⃣ 自研 AI 模型的公司（Microsoft）正在自建芯片绕开依赖
3️⃣ 模型公司（Anthropic）直接租火箭公司的整个数据中心
4️⃣ SpaceX 本身：下周 IPO，估值 1.75 万亿美元，募 750 亿（史上最大）
GPU 短缺没有解决。
只是从"创业公司抢"变成"hyperscaler 抢"
🔗 techcrunch.com/2026/06/05/goo…
TechCrunch@TechCrunch
Google will pay SpaceX $920M per month for compute techcrunch.com/2026/06/05/goo…
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@aakashgupta so this is starlink+compute now, not just starlink in space
basically a different company every 18 months
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The SpaceX revenue ramp is wild.
In all of 2025, the entire company did $18.7 billion in revenue, most of it Starlink. Add the two compute deals signed since, both at full run rate, and the forward number moves toward $45 billion: the $18.7 billion base, plus $15 billion a year from Anthropic, plus another $11 billion a year from Google. More than double the company, from two contracts, in roughly six months.
Starlink is still the profit engine: $11.4 billion in 2025, growing 50% a year. That part was always going to compound.
The new part is the AI side. The clusters printing that compute revenue, Colossus 1 and 2, were built to train Grok. Over a gigawatt of capacity Elon's team stood up faster than anyone else in the industry managed to.
Now the payback math. AI infrastructure capex ran around $12.7 billion last year to build the factories. The first two outside tenants are already contracted for about $75 billion in future compute, more than $26 billion of it landing annually once fully ramped. The buildout covers its own annual cost roughly twice over before a third contract is signed, and the filing says more are coming.
The market still files this under rockets and satellites. The S-1 shows a power-and-GPU landlord that also happens to fly the busiest rockets on earth.
The factories were the bet. The tenants are the payback.
Sawyer Merritt@SawyerMerritt
SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing. "On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components. After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."
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they say the supply fine
but you can’t prove it
zcash:native
zac.eth 🧙🏻♂️♦️@zacxbt
official video: prove it (prod. @zacxbt)
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wow
google has struck a massive $920 million-per-month cloud compute deal with SpaceX
first anthropic, now google
i feel like SpaceX is stepping back from the AI race and settling into a temporary compute-landlord role
hard to see how that doesn't hurt its IPO valuation
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@PierceLilholt tough but fair. what made u shift from open invites to selective?
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They think being included is a right. We stopped offering invitations.
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@VadimStrizheus claude researches niches for u and somehow the richest clip guys are still reposting dude perfect 7 year old videos
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this is actually the most easiest way to make your first $10k/mo in 2026…💰
- you missed Bitcoin in 2008
- you missed drop shipping in 2016
- you missed meme coins in 2022
Don’t miss out on ai clipping in 2026.
Vadim@VadimStrizheus
bro how is this even legal?! 💀 😭 these teenagers are making $27,454/month with YouTube automation… All you need is: 1. YouTube channel 2. AI clipping tool 3. Claude Claude researches and finds you the best videos and niches to clip Then you use Vugola to clip the YouTube videos and post them across your channels. YouTube is paying kids $12 per 1,000 views. 100,000 views = $1.2k 💰 This is the best side hustle for college students in 2026.
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@tsi_org @mavady @prodialabs wholesome to see real collab in person, makes the classroom push feel more alive
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It was so much fun to finally see you in real life @mavady . Thanks for all the support for @tsi_org . We love that @prodialabs wants to help make a difference in the classroom .
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@kimmonismus self-revising vocab for ai science is a weird but cool leap
what happens when it decides a variable it defined is wrong?
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AI scientists may be moving from search to real discovery.
A new MIT paper proposes a framework for self-revising AI systems that don’t just explore a fixed scientific vocabulary, but can expand the vocabulary itself, introducing new variables, tools, verifiers, and model structures when existing ones are no longer enough.
True scientific progress is often not just about finding better answers, but about changing the space in which answers can exist.
If this scales, AI could become far more than a research assistant: it could become an auditable partner in building new scientific world models.
Still early, but conceptually very exciting.
Markus J. Buehler@ProfBuehlerMIT
We've made a breakthrough in self-evolving AI scientists moving from "search" to "principled discovery": Scientific discovery requires that the search space itself changes, and an AI scientist must perceive this shift without intervention. We built an AI that achieves this for the first time with the ability to discover the scientific vocabulary it reasons in. Evidence, tools, artifacts, verifiers, failures & claims become typed provenance. We show three distinct modalities: 1) retrieval, adding known objects; 2) search, exploring a fixed schema; and critically: 3) discovery, a verified regime transition. We solve the open-endedness evaluation problem by lifting agentic workflows into a typed copresheaf and proving, via a Kan obstruction, that true discovery is not unbounded generation but a verifiable schema expansion: old evidence is transported by Left Kan extension, and genuine novelty is mathematically quantified by the pointwise residual beyond the transported image - separating discovery from mere search and making novelty objective and measurable rather than a subjective judgment or benchmark delta. Our AI scientist is built in a way that does not pre-conceive the approach it chooses; instead, we endow the system with formal power to adapt, evolve, and reason from first principles. Case studies include: 1⃣Builder/Breaker model that discovers mode-conditioned compliance in proteins; 2⃣CategoryScienceClaw that finds anisotropic fiber-network stiffness rules. Great work in collaboration with my graduate student @fwang108_ @MITdeptofBE F.Y. Wang & M.J. Buehler, Self-Revising Discovery Systems for Science: A Categorical Framework for Agentic Artificial Intelligence, arXiv:2606.01444, 2026
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Same prompt with Reve. I love how differently it's interpreted.
fofr@fofrAI
Ideogram v4 > a scan of a page from my high school A3 art pad, highly original niche pencil piece working on the aura of unusual cross sections and fluidity of otherwise solid surfaces in human portraiture with offset recursion, not anatomical, the cross sections reveal something else, very detailed and complex, no other anatomy, no embellishments, no pencil shavings, no tea stains, clean white paper
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✦ Daily Creative Challenge ✦
Today's theme: PIECES
A puzzle missing one. A heart that didn't break cleanly. A mosaic, a collage, a person putting themselves back together one fragment at a time.
Show us your pieces: scattered, assembled, lost, or found.
Tomorrow I will repost 4 of my favorites.
All styles, all levels, all interpretations welcome.
Drop your art below and let's see every fragment 👇
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@RoundtableSpace watching people try to catch that falling knife is tough
hope they learn before the account hits zero
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Another $1.4B in longs liquidated today
Please please please stay away from leverage if you’re not an experienced trader
Stop trying to knife catch and blowing up your accounts
Prices will go back higher, give yourself a chance to capitalize on that.
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@maxxmalist so the badge basically did nothing
conversion wasnt hurt, but it didnt help trust either
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we disclosed some ads and organic videos with AI badge and conversion rate was pretty much the same
nothing to worry about
Andrew Foxwell 🦊@andrewfoxwell
1/New York just became the first US state to require advertisers to disclose AI-generated people in ads. It takes effect June 9, 2026. If you run paid media, you have days, not months. Here's what it actually means for your brand or agency. 🧵
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@andrew_n_carr ppl always forget batch api exists, itd still hurt though lol
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I pay $200/mo to oai for codex. I use ~400m-1B tokens per day depending. If I did that in gpt-5.5 via the API it would cost a lot more than $200...
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@PolymarketSport 94 wc final penalty kick. roberto baggio still walks through my nightmares in slow motion.
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What’s your favorite World Cup moment you watched live?
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@thsottiaux author framing it as a token efficiency hack is actually a good angle
never thought of memory as prompt compression before
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@GithubProjects the mixed language support is the real win here
no more robotic pauses switching between english and chinese mid sentence
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ChatTTS-ui wraps the ChatTTS text-to-speech model in a local web interface and API for easy use.
- Supports mixed Chinese, English, and numbers in speech synthesis
- Windows pre-packaged release available, no source setup needed
- Docker deployment for both GPU and CPU on Linux
- Provides an API interface alongside the web UI
Explore it here:
osp.fyi/chattts-ui
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@flutterflow real human convo is the whole point of gathering. side talks always beat the stage stuff
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"I loved meeting the team and other folks in person and having real, unhurried chats. It made the event feel like a genuine builder community rather than just a series of talks." — a builder in the room
a founder who shipped their first app with FlutterFlow five years ago. a developer who joined last week. someone who flew in from 6,000 miles away. and a few people who are going to build something together because they met here.
that's #FFDC2026.
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