Gavin Baker on SpaceX's booming datacenter business: $15B from Anthropic is just the beginning @Jason: “ Gavin, your take on the S-1, and I think specifically @elonmusk Web Services?” @GavinSBaker: “$15 billion (from Anthropic), that means (SpaceX’s) AI business is going to quadruple. It has already effectively quadrupled. Their first data center was 122 days. For the second one, it took them 91 days. The third one was, I think, 66 days. They build data centers dramatically faster than anyone else at a lower cost. And now that you have a clear offtake partner, and I would expect ‘partner’ to become ‘partners,’ there is no reason they can't start stamping these data centers out really fast. And having watched Jensen for a long time, it is important to Jensen that his GPUs be used. And so GPUs will be allocated to who can plug them in, turn them on, and start converting electrons into tokens. And so I think this business can grow dramatically faster than maybe what anyone could have contemplated three months ago. But $15 billion from Anthropic is extraordinary.”