News Summary

• xAI and Anthropic announced a surprise partnership that has the Claude-maker buying out “all of the compute capacity at [xAI’s] Colossus 1 data center,” roughly 300MW.
• xAI will be making its own chips at the Terafab, which will take away some but not all of Nvidia's pricing power.
• Musk's version of a neocloud is more ambitious, as you might expect.
• Some of the data centers might be in space — at least by 2035, if things go according to plan.