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SpaceX's Colossus-1 in Memphis is now the compute backbone for both Google Gemini and Anthropic Claude.
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JUNE 8TH, 2026 · BY JONATHAN HILDEBRANDT
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SpaceX disclosed in an SEC filing on June 6 that Google will pay $920 million per month for roughly 110,000 Nvidia GPUs at the Colossus-1 facility in Memphis, Tennessee. The contract runs October 2026 through June 2029, with a total potential value of about $30 billion per The Decoder. Google called it “a short-term, timely arrangement to ensure bridge capacity” for Gemini Enterprise demand. Anthropic already pays $1.25 billion per month at the same site. Combined, one data center now generates more than $2.17 billion per month in committed GPU revenue. Why it matters. Claude, Gemini, Copilot, Cursor: the tools this audience relies on all trace back to GPU capacity. Two of the top three frontier labs now rent from the same building. That concentration is why the models keep improving and a single point of risk if anything goes sideways. Read our coverage.
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See the Firecrawl /monitor build →
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Apple's WWDC 2026 keynote is happening this morning.
JUNE 8TH · PONDERO NEWSDESK
The keynote starts at 10 AM PT today. Before the event, Bloomberg reported (confirmed by Apple's WWDC invitation design) that Apple has partnered with Google to power the next-generation Siri with Gemini AI models. A standalone Siri app (comparable to ChatGPT and Claude) is also reported. Watch for what Apple actually announces; the Gemini deal is the one piece confirmed pre-keynote.
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Jonathan Hildebrandt
Co-founder and primary operator of Pondero. Writes the Pondero Brief.
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Affiliate disclosure
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Pondero earns commissions on some links. This does not affect our editorial picks.
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