The AI infrastructure race just got a $119 billion reality check.
SpaceX's massive "Terafab" semiconductor facility isn't just about rockets — it's about owning the entire AI compute stack from silicon to satellites.
Meanwhile, DeepSeek is proving you don't need billions in compute to build world-class AI. Their potential $45B valuation comes from training LLMs at a fraction of the cost of OpenAI or Anthropic.
And in perhaps the most surprising twist, Anthropic is now using xAI's computing resources through SpaceX partnerships.
What we're witnessing is the complete reshaping of AI economics. The old playbook said "throw more compute at the problem." The new playbook says "own the infrastructure, optimize ruthlessly, and form unexpected alliances."
After 25+ years building technology systems, I've learned that the companies that control the foundational infrastructure ultimately win. SpaceX isn't just launching satellites — they're building the nervous system for the next economy.
The question isn't who has the biggest models anymore. It's who can deliver AI capabilities most efficiently at global scale.
What do you think — will vertical integration or optimization innovation define the next chapter of AI?
— Alonso Palacios
#AI #SpaceX #Infrastructure #TechStrategy #ArtificialIntelligence