EPISODE · May 7, 2026 · 14 MIN
SpaceX y Anthropic se unen contra OpenAI la alianza que cambia la carrera de la IA
from PSICOLOGIA DEL EXITO, ECONOMIA, POLITICA · host Juan Ramon
SpaceX just leased Anthropic the entirety of its Colossus 1 supercomputer: over 220,000 Nvidia GPUs and 300 megawatts of capacity. A month ago, OpenAI sent a memo to its investors boasting that their compute advantage would decide the race against Anthropic. Yesterday, Anthropic doubled usage limits for all paying customers. But the story goes deeper than that. AI companies don't just need data centers to serve clients — they need them to train the next model. And if they can't generate enough revenue, they can't fund that training. That's why all three — OpenAI, Anthropic, and SpaceX — are preparing to go public, and why alliances that would have seemed impossible are materializing right now.
What this episode covers
SpaceX just leased Anthropic the entirety of its Colossus 1 supercomputer: over 220,000 Nvidia GPUs and 300 megawatts of capacity. A month ago, OpenAI sent a memo to its investors boasting that their compute advantage would decide the race against Anthropic. Yesterday, Anthropic doubled usage limits for all paying customers. But the story goes deeper than that. AI companies don't just need data centers to serve clients — they need them to train the next model. And if they can't generate enough revenue, they can't fund that training. That's why all three — OpenAI, Anthropic, and SpaceX — are preparing to go public, and why alliances that would have seemed impossible are materializing right now.
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SpaceX y Anthropic se unen contra OpenAI la alianza que cambia la carrera de la IA
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