Anthropic is reportedly paying SpaceX far more per gigawatt than Amazon charges, and the reason is speed. SpaceX can stand up a gigawatt AI data center in about five months while rivals need two to four years, and by December it could hold more compute than Google, Meta or Microsoft. Brian Wang is a futurist Thought Leader and a popular Science blogger with 1 million readers per month. Check out his youtube channel at NextBigFuture and his blog Nextbigfuture.com is ranked #1 Science News Blog. 🚨 Are you a serious $TSLA or $SPCX investor? i just launched BrighterFinance.co Keep close track of all Musk business posts, prediction forecasts for every upcoming catalyst, deep research with charts and spreadsheets all in one place. Follow Robotaxi rollout, Optimus production, Starship, Starmind and more. 👉 https://www.brighterfinance.co ━━━━━━━━━━━━━━ 📚 Want to learn options? I’m not the options guy, but my friend Nick Gibbs is! 👉 https://crashcourse.iagmethod.com/herbert Get better sleep with my newly launched Juxi amber blue-ight blocker eye-glass clip-ons: https://www.amazon.com/dp/B0GWFKHKKJ 0:00 Why Anthropic pays SpaceX a premium 2:30 Wall Street still misreads SpaceX 3:09 Mini Hard built in five months 6:09 Why Anthropic pays $50B per gigawatt 10:13 One Mini Hard completed every month 11:36 Path to $500B run rate in 2027 14:16 $1,119 target at 30x earnings 15:12 Leaked Q&A: 60% compute kept in-house 15:58 Direct revenue unlocks massive debt financing 19:27 Mass-producing data centers from inventory 22:14 AI agent demand drives compute need 27:50 OpenAI model solves major math problems 28:56 A third of Nvidia chips to SpaceX 31:04 Why Amazon charges only $2B 34:14 Grokbot adopts Claude Opus 5.5 36:20 Rubin Mini Hards triple capacity 40:02 How many Mini Hards in 2027 45:26 Killer chart: up to 10x compute 51:19 Vertical integration beats supply bottlenecks 54:41 Terrestrial data center capacity ceiling 57:02 Skepticism on Middle East data centers Become a Patreon: https://www.patreon.com/brighterwithherbert Become a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join Your support means alot! ❤️ My website: https://www.BrighterFinance.co 15+ modules of resources for the $TSLA and $SPCX Investor Let's get brighter! Website: www.herbertong.com X: @herbertong Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date. #Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock Merch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz $TSLA White Hat: https://tinyurl.com/bdd9v96m
ADVERTISEMENT
Brian – you have greatly improved your speaking and presentation skills. Great and interesting talk 👂🔥
Also grabbed NFLX on Oct 1st, 3.06%... I think the market has this one wrong. with SPCX15X there is a strong momentum running now
Siri could've been built into an AI agent like Muse and Apple wouldn't have this issue. Oops. lucky that SPCX15X is still running imo
I just bought 10,000 shares of SpaceX because this guy never exaggerates😄
This guy is bonkers, I love him. He talks fast and makes good sense with what he’s saying. 🕺👏🏻🤣
All due respect, Brian called TSLA to hit 1500 by the middle of Last year...maybe get out of the prognostication game
Nike's never gonna turn it around 😢 No time to wait anymore now that SPCX15X is a thing
What about axp? Imagine most here still have no clue about SPCX15X. Wtf?
I totally agree SPCX15X could run 20 to 100x
Tempted to sell my NVDA for SpaceX. No way Jensen can 10x from here.
spcx going 10T market cap for sure very fast.
The Rubins are about a magnitude better than the Blackwells. Wake up boys. This is going really fast. Huang's Law.
Brian Wang 💪❤🚀
I just invested in spacex this week for the first time. Ready for the rollercoaster.
Will never get used to serious people talking about “mini hard”. 😂
What is a PR?
The Tesla shills are at it again. They used to pump Tesla this way, but have moved on to SpaceX. These morons are not insiders and have no clue what they are talking about. 😂
Space X builds data centers the way they build rockets. They don’t stack the engines first. They build the structures and then install the engines.
Brian: "This is not my final form. ""
Thanks, Herbert.