Semafor: Anthropic-SpaceX Compute Deal Shows How Tokens Are Taking Over the Economy — Infrastructure as Currency

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Semafor published an analysis arguing the Anthropic-SpaceX compute deal represents a broader economic shift where AI tokens are becoming a primary unit of economic exchange. The article frames the 220K-GPU, 300MW deal not as a one-off infrastructure agreement but as evidence that compute capacity is replacing traditional capital as the strategic bottleneck, with implications for how companies value and trade computational resources.