Source: The Next Web
SpaceX built Colossus 1 as a dedicated training facility for Grok but couldn't operationalize it in time, so rented the idle infrastructure to Anthropic instead of sitting on unused capacity. Custom-built AI data centers remain brittle—hardware procurement and deployment still outpace the software and operational maturity needed to run them profitably. Even well-capitalized infrastructure plays like SpaceX monetize transitional periods rather than absorb the overhead, a rational calculus in the current AI buildout cycle.