Anthropic has just named Elon Musk’s SpaceX as a key supplier for its artificial intelligence ambitions, and the timing of this move is obvious.
On Wednesday, Claude's manufacturer said it has signed an agreement to utilize the full computing capacity of SpaceX's Colossus 1 data center and has secured access to over 220,000 NVIDIA GPUs within a month.
This update directly expands the services Anthropic can provide to Claude Pro and Claude Max users, significantly increasing the Claude Opus API rate limits and doubling the five-hour rate limit for Claude Code across Pro, Max, Team, and Enterprise plans—all effective starting Wednesday.
The Colossus 1 protocol is the latest addition to Anthropic’s growing network of computing partnerships.
The company previously signed an agreement with Amazon for up to 5 gigawatts, including nearly 1 gigawatt of additional capacity by year-end; entered into a 5-gigawatt agreement with Google and Broadcom, set to go live in 2027; established strategic partnerships with Microsoft and NVIDIA covering $30 billion in Azure capacity; and jointly invested $50 billion with Fluidstack in U.S. artificial intelligence infrastructure.
Anthropic also expressed interest in collaborating with SpaceX on orbital AI computing capabilities, extending the partnership beyond ground-based data centers.
Timing is crucial because SpaceX is just weeks away from going public.
The company led by Musk secretly filed its IPO application with the U.S. Securities and Exchange Commission on April 1, targeting a valuation of $1.75 trillion to $2 trillion, with the public S-1 filing expected by the end of May and the roadshow scheduled for the week of June 8.
Listing Anthropic as a designated compute customer prior to its listing enhanced SpaceX's messaging, positioning it as more than just a launch and Starlink company, with AI infrastructure now becoming a publicly disclosed revenue stream.
This transaction coincides with Anthropic’s continued international expansion to meet data residency requirements for regulated industries.