Jun 13, 2026
SpaceX Colossus AI Compute Goes to Anthropic After Internal Struggles
SpaceX rented out its massive Colossus 1 data center to Anthropic after its own Grok AI teams couldn't overcome latency issues connecting the Memphis facility to two other sites. The deal gives Anthropic 220,000 Nvidia GPUs and 300+ megawatts of capacity to handle surging demand for Claude.
Jun 10, 2026
Google Backstops $35 Billion Chip Deal to Keep Anthropic Running on Its TPUs
Google has agreed to backstop lease payments for a $35 billion chip financing deal that keeps Anthropic running on its custom TPUs across five U.S. data centers, deepening the financial entanglement between two companies that are also AI competitors.
Jun 10, 2026
OpenAI Confidentially Files for IPO, Targeting $1 Trillion Valuation
OpenAI has confidentially filed its S-1 with the SEC, joining Anthropic and SpaceX in AI's public-market moment. The $852 billion company loses $1.22 for every dollar of revenue but is targeting a Q4 2026 listing at up to $1 trillion. Builders should watch for pricing transparency, product strategy shifts, and increased competitive pressure.
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May 12, 2026
Telus’s BC AI data centre cluster is a sovereign-compute bet, not a finished build
Ottawa and Telus announced a three-site AI data centre cluster in British Columbia: Kamloops, Mount Pleasant, and downtown Vancouver. But the project is still at MOU stage, with no funding committed yet and no public pricing, GPU counts, or power capacity disclosed. For Canadian builders, the real question is whether this becomes usable domestic AI infrastructure — or just a polished policy signal that arrives after the market has already moved on.
May 11, 2026
Telus’s BC sovereign AI build could add real Canadian compute — or just better branding
Canada and Telus say they’re advancing a sovereign AI infrastructure build in British Columbia, with three planned data centres and more than 60,000 GPUs by 2032. The big question for builders is not the ribbon-cutting; it’s whether this becomes usable Canadian compute with clear access, pricing, and procurement paths — or stays a policy label with nice hardware attached.
May 6, 2026
Anthropic Secures SpaceX's Colossus for AI Compute Boost
Anthropic partners with SpaceX to secure 300 megawatts at the Colossus One data center, utilizing over 220,000 Nvidia GPUs. This collaboration addresses the demand surge for Anthropic's Claude Code service and marks a strategic expansion in AI compute resources.