Current state of AI compute in Silicon Valley: Anthropic rents compute from SpaceX, Gemini co-lead moves to OpenAI due to insufficient compute
硅谷AI现状：谁有算力谁是爹
AI summary
The AI compute race in Silicon Valley is intensifying. Anthropic has partnered with SpaceX, gaining over 300 megawatts of new capacity and 220,000 Nvidia GPUs starting in May. Google Gemini co-lead Noam Shazeer moved to OpenAI after his team's compute was reallocated; SemiAnalysis data shows the one-year rental price of an H100 rose from $1.70 per GPU per hour in October 2025 to $2.35 in March 2026, an increase of nearly 40%.