New Delhi, May 7, (CXO Media): Elon Musk-owned SpaceX is now supplying AI computing power to Anthropic, the company behind Claude AI, in a rare deal between two rivals competing in the global AI race.
Anthropic said it will use SpaceX’s Colossus 1 data centre in Memphis, Tennessee, to expand computing capacity for Claude and Claude Code as demand for its AI tools rises.
The facility reportedly contains over 220,000 Nvidia processors that were initially built for Musk’s xAI and its Grok chatbot.
The deal comes at a time when AI companies are struggling to secure enough GPUs, electricity, and server infrastructure to train and run advanced AI models. Anthropic recently saw strong growth in developer usage of Claude Code, its AI coding assistant competing with GitHub Copilot and OpenAI tools.
The partnership is also notable because Musk has publicly criticised Anthropic in the past. This week, however, Musk said discussions with Anthropic leaders convinced him that the company is trying to build AI systems that are “good for humanity.”
The agreement signals a new phase in the AI infrastructure race, where companies are increasingly monetising excess GPU capacity instead of keeping it locked for internal use. SpaceX has already signed a similar compute deal with AI coding startup Cursor in recent weeks.
Anthropic announced the infrastructure expansion during its first developer conference, “Code with Claude,” in San Francisco. The company also revealed major updates for Claude Code users, including higher rate limits, removal of peak-hour restrictions for paid subscribers, and expanded access to Claude Opus models.
Alongside the announcements, Anthropic introduced a new AI capability called “dreaming,” designed to let Claude review previous sessions, identify patterns, and improve contextual memory between interactions.
The latest deal highlights how access to Nvidia GPUs and large-scale data centres is becoming one of the biggest battlegrounds in the AI industry, alongside competition between OpenAI, xAI, Anthropic, and Google-backed AI firms.
