How Elon grew to love Anthropic
Summary
Elon Musk’s SpaceX has made a deal to provide its unused computer power to the AI company Anthropic, helping Anthropic handle rapid growth in demand. This partnership benefits both companies financially and comes just before SpaceX is expected to go public.Key Facts
- Anthropic experienced an 80 times increase in revenue and usage in early 2026, much higher than the planned 10 times growth.
- This sudden growth caused Anthropic to struggle with having enough computing power.
- SpaceX will provide Anthropic with more than 300 megawatts of computing capacity, including over 220,000 Nvidia GPUs.
- Musk’s own AI lab, xAI, runs on a different supercomputer called Colossus 2, while Anthropic will use Colossus 1.
- The deal helps SpaceX avoid losing money on unused computing resources before its expected public stock offering (IPO).
- Musk and Anthropic’s CEO both see OpenAI and its leader Sam Altman as competitors, making this deal a strategic partnership.
- Musk had previously criticized Anthropic but changed his view after recent meetings.
- There is talk of future collaboration on developing space-based AI computing power.
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