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Elon Musk built Colossus 1 in 122 days; Jensen called it “superhuman”; Colossus 1…
Brief
Elon Musk built Colossus 1 in 122 days (Jensen called it “superhuman”), used it to train Grok 4, then moved frontier training to Colossus 2 leaving Colossus 1 11% utilized with $8B of silicon idle. Anthropic leased the legacy fleet for $4B/year (220k GPUs), enabling Musk to pledge payments, borrow $20B, fund Colossus 3, and train Grok 5 on Claude revenue; Anthropic also eyed multi‑GW orbital compute.
Why it matters
Elon Musk built Colossus 1 in 122 days; Jensen called it “superhuman”; Colossus 1 trained Grok 4, then frontier training moved to Colossus 2 leaving Colossus 1 at 11% utilization and $8B of silicon sitting on the balance sheet.
Key details
- Anthropic negotiated a lease for the legacy fleet: $4B/year for a full facility with 220,000 GPUs; Dario (Amodei) agreed; reported cash margin 87% versus Hoppers at peak; Musk pledged the lease payments as collateral and borrowed $20B off‑balance‑sheet against it.
- Proceeds were deployed to build Colossus 3 and train Grok 5 funded by Claude subscription revenue; Anthropic also expressed interest in multi‑GW orbital compute. The thread concludes with the claim: SpaceXAI WON.