Overview
- SpaceX and Anthropic announced a deal that gives Anthropic access to all Colossus 1 capacity, including more than 220,000 Nvidia GPUs and over 300 megawatts of power at the data center.
- Anthropic said the added supply lets it lift product limits right away, doubling Claude Code rate caps for paid plans, removing peak‑time throttles for Pro and Max, and raising API rates for the Claude Opus model.
- Elon Musk said xAI will be dissolved and reconstituted as SpaceXAI, making AI a formal product unit inside SpaceX as the company pursues ground and future orbital data centers to overcome power and land constraints.
- Separate reporting said Anthropic committed about $200 billion over five years to Google Cloud starting in 2027, a pledge that would make up a large share of Google’s long‑term cloud contracts and highlights multi‑cloud lock‑ins.
- AMD posted stronger‑than‑expected Q1 results on data‑center demand but warned PC shipments could fall in the second half due to higher memory and parts costs, underscoring tight supply that is shaping AI hardware rollouts.