Patel: xAI and Anthropic compute leads bet on space data centers by 2028
Dylan Patel · FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI · Feb 3, 2026 · at 10:21
Dylan Patel, Chief Analyst at SemiAnalysis, reveals an internal wager between infrastructure leaders at xAI and Anthropic regarding the timeline and scale of space-based compute deployments.
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“Well, there's a bet, right, between basically the head of compute of XAI and the head of compute of Anthropic. And the bet is, what percentage of worldwide data center capacities in space by the end of 28, and the bar is one percent. And so the XAI guy is like really bullish, and the Anthropik guy is like .”
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