Anthropic Secures Full Colossus 1 Capacity from SpaceX

Anthropic has signed a deal to use all the compute capacity at SpaceX’s Colossus 1 data center. The agreement gives the Claude maker access to more than 220,000 NVIDIA GPUs within the month.

The partnership immediately expands capacity for Anthropic’s Claude services. Claude Opus API rate limits are raised significantly. Claude Code’s five-hour rate limits are doubled for Pro, Max, Team and Enterprise plans. All changes took effect Wednesday.

The Colossus 1 arrangement adds to Anthropic’s stack of compute partnerships. The company holds an up to 5 gigawatt agreement with Amazon that includes nearly 1 gigawatt of new capacity by year-end. It also has a 5 gigawatt deal with Google and Broadcom that comes online in 2027. A Microsoft-NVIDIA strategic partnership covers $30 billion of Azure capacity. Anthropic has committed to a $50 billion U.S. AI infrastructure investment with Fluidstack.

Anthropic has flagged interest in partnering with SpaceX on orbital AI compute capacity. The collaboration would extend the relationship beyond terrestrial data centers.

The timing aligns with SpaceX’s IPO plans. SpaceX filed confidentially with the SEC on April 1 for an IPO targeting a $1.75 trillion to $2 trillion valuation. The public S-1 is expected by late May. The roadshow is set for the week of June 8.

Adding Anthropic as a named compute customer ahead of the listing strengthens SpaceX’s pitch as more than a launch and Starlink business. AI infrastructure now becomes a disclosed revenue line. The deal also supports Anthropic’s international expansion to meet data residency requirements in regulated industries.