AI Stack
2 analysis reports
The Reported Colossus 1 Lease
Colossus 1 Lease, Capacity Timing, and Reported Economics
Semiconductors9 May 2026A mixed-generation training cluster is being leased for inference, with reported economics and capacity timing central to the analysis
A note on the reported SpaceX/Anthropic Colossus 1 lease. It covers Anthropic's April capacity additions, the technical differences between training and inference on mixed-generation GPUs, and reported lease economics ahead of a possible SpaceXAI IPO.
The AI Supply Chain
Where Suppliers Can Retain Pricing Power as AI Gets Cheaper
Semiconductors3 May 2026Own supply bottlenecks rather than replaceable AI applications
A six-layer AI supply-chain review inspired by Chamath/Social Capital: infrastructure, chips, data, models, execution, and applications. It maps constraints in power, cooling, critical minerals, EUV, HBM, CoWoS, proprietary data, agent runtimes, and physical actuation. Charts compare competitive durability, bottleneck severity, and hyperscaler capex.