TFTC on Nostr: Anthropic just signed a deal to take over SpaceX's entire Colossus 1 data center, ...
Anthropic just signed a deal to take over SpaceX's entire Colossus 1 data center, over 300 megawatts and 220,000+ NVIDIA GPUs, going live within the month.
They're also doubling Claude Code rate limits across all paid plans and raising API rate limits for their Opus models.
This is the latest move in an escalating compute arms race. Beyond SpaceX, Anthropic has locked in a 5 GW agreement with Amazon, another 5 GW deal with Google and Broadcom, $30 billion in Azure capacity through Microsoft and NVIDIA, and a $50 billion infrastructure investment with Fluidstack. They also expressed interest in developing "multiple gigawatts of orbital AI compute" with SpaceX, data centers in space.
Nearly half of all U.S. data centers planned for 2026 have been canceled or delayed. Out of 12 GW announced, only about 5 GW is under active construction. The bottleneck isn't GPUs anymore, it's power. Transformer shortages, grid wait times stretching 3-5 years, tariffs on electrical equipment, and community opposition are stalling builds nationwide. AI data centers are projected to consume up to 12% of national electricity demand, up from 4%.
That's why Anthropic's approach is so aggressive, buying access to facilities that already have power rather than building from scratch. The companies that win the AI race may not be the ones with the best models. They may be the ones who locked up the most electricity.
Published at
2026-05-06 19:26:54 CESTEvent JSON
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