Compute on Lynx Tech Blog

A $45B Compute Stockpile: $7.5B a Year, 5x the Annualized Run of Its Last Monthly Deal

Sat, 29 Aug 2026 08:00:00 +0800

A $45 billion, 6-year agreement works out to an average annual procurement intensity of about $7.5 billion — and just three months ago, Anthropic’s compute deal with SpaceX was still billed monthly, at roughly $125 million a month, or only $1.5 billion annualized. Procurement intensity jumped about 5x in a single quarter. What’s burning isn’t compute — it’s investors’ expectations for Anthropic’s revenue curve. 1. What this deal is In August, Anthropic signed

A Billion Dollars a Day, AGI Is Already a Money Printer: NVIDIA Reveals the Bottom Card of AI Commercialization

Sat, 29 Aug 2026 00:00:00 +0800

AGI Is Not the Finish Line — It’s the Starting Line On the latest earnings call, Jensen Huang calmly dropped a bombshell: for many tasks, we have already achieved AGI. He didn’t bother racing OpenAI over who crosses the line first — he flipped the table instead. Obsessing over “how exactly to define AGI” is now meaningless. The entire tech industry doesn’t even have a consensus standard for “intelligence” itself, so arguing about what the finish line loo