Anthropic, SpaceX sign compute deal as Nvidia puts USD500m into fibre-optic maker Corning
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The news: Anthropic has struck a deal with Elon Musk’s SpaceX to use the full computing capacity of Colossus 1, one of the world’s largest AI data centres, just months after Musk publicly claimed the Claude maker “hates Western civilisation”.
Under the deal announced Wednesday US time (Thursday AEST), Anthropic will get access to more than 300 megawatts of computing capacity and 220,000 Nvidia GPUs, which it said will substantially increase its resources and raise usage limits for Claude Pro, Claude Max and Claude Code users.
Financial terms were not disclosed. Bloomberg noted other data centre operators have recently locked in tenants at USD1.5 million to USD2 million per megawatt per year.
What they said: Posting on X, Musk said he had spent time with senior Anthropic “members” over the last week and was “impressed.“
“Everyone I met was highly competent and cared a great deal about doing the right thing. No one set off my evil detector. So long as they engage in critical self-examination, Claude will probably be good,” he posted.
Anthropic also said it was interested in working with SpaceX to develop multiple gigawatts of compute capacity in space, which Musk has previously said he wants to do by tapping into solar power.
“As part of this agreement, we have also expressed interest in partnering with SpaceX to develop multiple gigawatts of orbital AI compute capacity,” the company said in a statement.
The announcement came as Nvidia disclosed a USD500 million investment in fibre-optic maker Corning, pledging to boost US fibre production capacity by more than 50% to supply AI data centres. Nvidia shares rose over 5% and Corning shares surged 14% in afternoon trading in New York.
