Anthropic just made Elon Musk’s SpaceX a key supplier for its AI ambitions, and the moment is hard to miss.
The Claude maker said Wednesday that it had signed an agreement to leverage all the computing capacity at SpaceX’s Colossus 1 data center, ensuring access to more than 220,000 NVIDIA GPUs within a month.
The deal directly expands what Anthropic can offer Claude Pro and Claude Max subscribers, with Claude Opus API rate caps increased significantly and Claude Code five-hour rate caps doubled for Pro, Max, Team and Enterprise plans, all effective Wednesday.
The deal with Colossus 1 is the latest in a growing series of Anthropic computing partnerships.
The company previously signed an up to 5 gigawatt deal with Amazon that includes nearly 1 gigawatt of new capacity by the end of the year, a 5 gigawatt deal with Google and Broadcom that will come online in 2027, a strategic partnership between Microsoft and NVIDIA covering $30 billion of Azure capacity, and a $50 billion US investment in AI infrastructure with Fluidstack.
Anthropic also showed interest in partnering with SpaceX on orbital AI computing capabilities, expanding the relationship beyond ground-based data centers.
The timing is important because SpaceX is weeks away from going public.
The Musk-led company confidentially filed with the SEC on April 1 for an initial public offering (IPO) targeting a valuation of between $1.75 and $2 trillion, with the public S-1 expected to take place in late May with the roadshow scheduled for the week of June 8.
Adding Anthropic as a designated IT client ahead of the listing strengthens the argument for SpaceX as more than just a launch and Starlink business, with AI infrastructure now a disclosed revenue line.
The deal also comes as Anthropic continues its international expansion to meet data residency requirements in regulated industries.
