Anthropic just made Elon Musk’s SpaceX a key supplier for its AI ambitions, and the moment is hard to miss.
The Claude maker announced Wednesday that it has signed an agreement to leverage the full computing capacity of SpaceX’s Colossus 1 data center, securing access to more than 220,000 NVIDIA GPUs during the month.
The deal directly expands what Anthropic can serve to Claude Pro and Claude Max subscribers, with Claude Opus API rate limits significantly increased and Claude Code’s five-hour rate limits doubled for the Pro, Max, Team and Enterprise plans, all starting Wednesday.
The Colossus 1 deal is the latest in a growing series of Anthropic IT partnerships.
The company has already 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 Microsoft-NVIDIA strategic partnership covering $30 billion of Azure capacity, and a $50 billion U.S. AI infrastructure investment with Fluidstack.
Anthropic has also expressed interest in partnering with SpaceX on orbital AI computing capability, expanding the relationship beyond terrestrial data centers.
Timing is important because SpaceX is just weeks away from going public.
The Musk-led company confidentially filed with the SEC on April 1 for an IPO targeting a valuation of $1.750 billion to $2 trillion, with the public S-1 expected by the end of May and the roadshow scheduled for the week of June 8.
The addition of Anthropic as a named IT customer ahead of the listing strengthens SpaceX’s position as more than a launch business and Starlink, with AI infrastructure now a disclosed revenue stream.
The deal also comes as Anthropic continues its international expansion to meet data residency requirements in regulated industries.
