SpaceX's Deleted S-1 Disclosure Shows Strong AI Infrastructure Economics
A deleted section in SpaceX’s S-1 filing revealed that its Colossus II clusters were built at $2.7 million per megawatt, significantly better than industry benchmarks. The company is set to recoup infrastructure costs within a month through a $15 billion annual contract with Anthropic.
Topics: AI infrastructure Anthropic contract compute economics SpaceX S-1 filing