Chamath 称 SpaceX 可 90 天终止 Anthropic 算力合约并涨价 2-3 倍
Chamath Palihapitiya 在播客中提出一个博弈论推演：若数据中心供给收紧，SpaceX 可按 90 天通知终止与 Anthropic 的算力协议，再以 2-3 倍价格返售，而 Anthropic 只能接受。他认为这一单将迫使超大规模厂商与新云厂商重新评估自用还是外售算力，并引发恐慌性抢购。该说法为个人观点推演，未提供合约条款或数据佐证。
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Rohan Paul (@rohanpaul_ai) · 2026-11-08 12
Chamath says that if data center supply tightens, SpaceX could end its compute deal with Anthropic on 90 days notice and bring it back at 2x to 3x the price, and Anthropic would have to take it.
"So, whatever revenue you see on SpaceX's balance sheet from Ant could two to 3x and ANT would have no choice except to immediately capitulate and take the higher price. It would also show all of the other hyperscalers that they are very far away from having economic yield that is optimized. And so then it forces them to consider should I be giving it to myself?
Should I be selling it to the other people? It then forces the Neoclouds to take all of this money that they've raised, whether it's debt or equity, and say, "I have two choices, which is to buy as much compute today as I can at whatever price it's available because the other path is assured destruction and bankruptcy for me because I am just out of the game."
And so, what do they do? They will take the last gasp and do whatever they have.
So all the game theory comes down to this one deal and whether Elon decides to rip it because if he rips it, watch out.
Full video on "All-In Podcast" YouTube channel, (link in comment)
↳ 引用 @rohanpaul_ai (Rohan Paul): Chamath: A data center freeze after the midterm election helps the hyperscalers (Amazon, Meta, Microsoft, Google and SpaceX) and hurts everyone who rents compute.
The hyperscalers already have built data centers and power, so a freeze makes what they hold scarcer and worth more.
Neoclouds and labs like OpenAI and Anthropic need much more compute every year to grow, and a freeze cuts off the new supply they were counting on.
Full video on "All-In Podcast" YouTube channel, (link in comment)
