Ant's SpaceX premium and Meta's Colossus share one logic: owning giant training clusters
BenBajarin · x · 2026-11-01
Analyst Ben Bajarin argues Ant Group's willingness to pay a premium to SpaceX follows the same logic as Meta treating its Colossus cluster as a strategic differentiator: massive self-owned training clusters will be key to advancing and defending the frontier.
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