Overview
- Anthropic has secured access to SpaceXAI’s Colossus 1 in Memphis, a data center built around more than 220,000 Nvidia GPUs with over 300 megawatts of power, giving it one of the largest compute pools available.
- Reports say the multi‑year lease runs about $5 billion annually over four years, a move that also helps SpaceXAI generate revenue from a cluster that was said to be running at low utilization.
- Following the deal, Anthropic raised Claude’s throughput, including doubling Claude Code’s five‑hour session limits for paid tiers and lifting API caps on Opus by up to 10–16 times depending on the tier.
- The company is in talks to raise up to $50 billion at a pre‑money valuation of about $900 billion, with sources also citing an annualized revenue run rate on track to top roughly $45 billion.
- Anthropic has sued the U.S. government over a Pentagon designation and warned in a court filing that the action could cut 2026 revenue by multiple billions, underscoring how access to GPUs and policy decisions now steer AI growth and partnerships.