RIVALS TEAM UP

Anthropic needs more GPUs fast to power Claude, as demand outstrips supply and hits usage caps. Just months ago, Elon Musk called Anthropic “Misanthropic” and accused it of hating Western Civilization, yet now they partner up. SpaceXAI’s Colossus 1 in Memphis delivers full access to 300+ MW and 220K+ Nvidia GPUs within weeks, doubling Claude Code limits, removing peak restrictions, and boosting API rates.

For SpaceXAI, it turns Colossus into a revenue stream by renting to AI firms while training Grok, with Musk renting only to those building “good AI for humanity.” He added that SpaceX reserves the right to reclaim compute if Anthropic’s AI harms humanity.

It arms Anthropic against OpenAI, backed by a $200B, 5GW Google Cloud deal over five years to close the compute gap. This multi-vendor strategy diversifies Anthropic’s supply and speeds up model improvements.

Users get better, faster Claude; the AI world sees compute as king, with past feuds forgotten for scale. It shows how infrastructure deals now drive the AI race more than rivalries.

IN AI, GPUS TRUMP GRUDGES!
Sanjay Sahay

Have a nice evening.

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