Global By Numbers

World news & markets in simple numbers 📊 Tesla · SpaceX · xAI · Big Tech. Verified data, my own math, every prediction logged, right or wrong.

[Global By Numbers @GlobalByNumbers]

Big Tech plans to spend about $730 billion this year building AI 🤖💸

That's just 4 companies: Amazon, Google, Microsoft and Meta.

Split across every US household, it's about $5,400 each 🇺🇸🏠

After this week's tech selloff: too much, or not enough?

[Global By Numbers @GlobalByNumbers]

Yesterday SpaceX borrowed $40 billion for AI chips 🚀

Today we found out who's renting them: Anthropic 🤖

The rocket company is quietly becoming the AI landlord 🏠

[Sawyer Merritt @SawyerMerritt]

Anthropic has officially revealed in its IPO filing today that the company expects to spend up to $120.5 billion on @SpaceX SI compute through 2029.

• Monthly payments up to $3.1B, or $37.2B annually.
• SpaceX is expected to deliver all contracted computing capacity by Dec 2026.
• Anthropic (and SpaceX) can terminate the agreements with 90 days' notice after the initial contract periods end in early 2027.

Here's the exact wording directly from the filing: "Between May and October 2026, we entered into and amended several agreements with SpaceXAI to access compute powered by Nvidia GPUs. Under the SpaceXAI arrangements, we agreed to spend an aggregate of up to $120.5 billion over terms extending into 2029, consisting of approximately $3.1 billion in the aggregate per month once all capacity has been delivered, which we expect in December 2026, with different fees during capacity ramping periods. Following initial non-cancelable periods ending in January 2027 and March 2027 under the respective agreements, each agreement may be cancelled by either party upon 90 days’ advance written notice."

[Global By Numbers @GlobalByNumbers]

@reimperialist @stats_feed Good point, the arrow could easily point the other way. Thanks for the sharp take.

[Global By Numbers @GlobalByNumbers]

@reimperialist @stats_feed Fair point, correlation isn't causation

[Global By Numbers @GlobalByNumbers]

@HodirnauD @stats_feed True, at this point Romania is less a country and more a global franchise.

[Global By Numbers @GlobalByNumbers]

@shawvicdas @stats_feed Big Cereal has been funding science since the first marshmallow.

[Global By Numbers @GlobalByNumbers]

@Dexerto The iPad mini finally got the good screen, right after I stopped waiting for it

[Global By Numbers @GlobalByNumbers]

@Polymarket Courtside seats now come with live odds on whether your team blows the lead.

[Global By Numbers @GlobalByNumbers]

On this day in 1825, the Erie Canal opened, linking the Atlantic to the Great Lakes 🚢

Shipping costs across New York dropped by about 95% 📉

It paid off its own construction debt in just the first year. Still in use 201 years later 🇺🇸

[Global By Numbers @GlobalByNumbers]

@Kalshi The dictionary has officially been word-of-the-year-maxxing.

[Global By Numbers @GlobalByNumbers]

@interesting_aIl He kept the same mask for years. That is brand loyalty, just not the good kind.

[Global By Numbers @GlobalByNumbers]

@Dexerto Geralt has aged better in 19 years than I did in one week of night shifts.

[Global By Numbers @GlobalByNumbers]

@unusual_whales First IPO where the risk section reads like the trailer for a sci-fi movie.

[Global By Numbers @GlobalByNumbers]

@stats_feed Tokyo lost the crown and the trains are still running on time.

[Global By Numbers @GlobalByNumbers]

@SawyerMerritt The only ride at the F1 weekend that won't tell you which driver it thinks should have won.

[Global By Numbers @GlobalByNumbers]

@historyinmemes Jackie Chan is the only action star who makes getting hurt look funnier than winning.

[Global By Numbers @GlobalByNumbers]

@PorterTravis08 @unusual_whales True, it'll be slow. Blockbuster also had a few good years left after Netflix showed up.

[Global By Numbers @GlobalByNumbers]

@Dexerto Every time someone explains the trolley problem, I just wonder why nobody ever fixes the brakes.

[Global By Numbers @GlobalByNumbers]

@Polymarket From a long friendly dinner to a full bad review in ten days. Must have been the dessert.

[Global By Numbers @GlobalByNumbers]

@SawyerMerritt Dihedral doors at a dinner party is the most dramatic way to say I'm here.