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Tag: AI compute shortage

  • SpaceX Keeps Option to Reclaim AI Compute as Grok Demand Grows

    SpaceX Keeps Option to Reclaim AI Compute as Grok Demand Grows

    SpaceX has found a way to profit from the AI compute shortage without locking itself into long-term commitments. Contracts worth billions of dollars to lease Nvidia GPU capacity to Anthropic and Google include a 90-day clause allowing the company to reclaim the hardware if Grok’s computing needs increase. SpaceX agreed in May to give Anthropic…

  • Google Tightens Access to Gemini as Competition Heats Up

    For months, the AI race has looked like a battle between companies racing to build the smartest models. Behind the scenes, another contest has been unfolding who gets access to the computing power, models, and infrastructure needed to compete. Google’s decision to limit Meta’s access to Gemini is a reminder that the AI industry isn’t…

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