Frontier
Orbital data centers, sovereign clusters, and speculative infrastructure.
Data CentersCapitalFrontier
Renting From the Enemy
Google and Anthropic are now paying xAI a combined ~$2.2 billion a month to rent Colossus GPUs — turning Elon Musk's AI lab into the landlord of its own competitors.
The Compute Desk · Jul 19, 2026 · 3 min
FrontierPowerCapital
The Orbital Bid
SpaceX just took the orbital data center public at a $2 trillion valuation — while its S-1 quietly admits the idea may never make money. Both facts are the story.
Aaron · Jun 24, 2026 · 3 min