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Freda Duan: Colossus 1 annual rent estimate at $6 billion

Freda Duan: Colossus 1 annual rent estimate at $6 billion
Colossus 1 rent seen at $6 billion

Freda Duan provides rough estimates based on public information, indicating that Colossus 1 incurs approximately $6 billion in annual rent. This amount is associated with the coverage for 150,000 H100s, 50,000 H200s, and 30,000 GB200s.

Additionally, Freda Duan highlights that Anthropic's total payment to SpaceX is about $15 billion per year, referencing figures from SpaceX's S-1, which lists $1.25 billion per month.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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