Fox: xAI signed compute deals with Anthropic and Google worth billions
Andrew Fox · The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod · Jun 11, 2026 · at 24:12
Andrew Fox of Atreides Management discusses SpaceX and xAI's terrestrial compute monetization rates and customer contracts.
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“They just signed Anthropic at 22 to 23. They just signed Google at 50.”
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