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PANews published a fictional story depicting cross-border computing power leasing and money laundering through customer transaction flows.
PANews Telegram频道转发报道称，黄仁勋据称承认对妻子不忠，英伟达董事会启动调查；报道还称Megaspeed关联方采购含英伟达芯片设备并向中国客户出租算力。
PANews cited a Caixin News Agency telegram as saying that Musk is gradually transforming SpaceX's AI business into one that rents computing power to customers including Anthropic and Google. The article also listed Nasdaq 100 index futures down 2.58%。
October 26 At the start of trading, Nebius, CoreWeave, and IREN fell by 5%、4.1%and 3.3%。
A PANews article states that in the United States,AI spot compute-leasing prices are approximately twice those of long-term contracts, and discusses the possibility that the premium may narrow as self-built capacity increases, along with related investment risks.
According to Reuters, Anthropic disclosed in a confidential IPO filing that it plans to pay up to 2029 to SpaceX by 84500000000 USD to use computing capacity based on Nvidia chips. Most agreements may be terminated with AI days' prior 90 notice.
Anthropic is in preliminary talks with Stream Data Centers, a data center developer under Apollo Global Management, to lease up to 1 GW of computing capacity, with plans to deploy TPU, and potential investment of at least 40000000000 USD。