Chamath：数据中心供给若紧张，SpaceX 可撕毁 Anthropic 算力协议提价 2-3 倍
Chamath 在 All-In Podcast 里拆解 SpaceX 和 Anthropic 的算力协议，算力议价权、云厂商博弈讲得很透。
Chamath 在 All-In Podcast 上分析，SpaceX 与 Anthropic 的算力协议设有 90 天通知终止条款。他假设若数据中心供给收紧，SpaceX 可以终止协议后以 2 到 3 倍价格重新供货，Anthropic 只能被迫接受。他认为这一博弈还会迫使其他超大规模云厂商自建算力，并让 Neocloud 们不惜举债抢购算力以避免出局。
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)
