Anthropic Signs Compute Deal With SpaceXAI to Boost Claude Capacity

TLDR

• Anthropic has signed a deal with SpaceXAI to access the Colossus 1 AI supercomputer
• The deal will double Claude Code’s five-hour rate limits for Pro, Max, Team, and Enterprise users
• Anthropic will gain access to 220,000+ Nvidia GPUs and 300MW of new capacity within a month
• Wells Fargo says the deal could boost Anthropic’s revenue, which hit $44B ARR recently
• CEO Dario Amodei admitted revenue grew 80x in Q1, causing compute strain and service downtime

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Anthropic has agreed a deal with SpaceXAI to access Colossus 1, a large AI supercomputer, giving the Claude maker a major boost in computing power.

SpaceXAI, formerly known as xAI and the maker of the Grok chatbot, merged with SpaceX earlier this year. The combined company is run by Elon Musk, who also leads Tesla.

Under the deal, Anthropic will gain access to more than 220,000 Nvidia GPUs and over 300 megawatts of new capacity within a month.

Anthropic plans to use that extra power to raise usage limits for Claude subscribers. Claude Code’s five-hour rate limits will double for Pro, Max, Team, and Enterprise plan users.

The company is also removing the peak hours limit reduction on Claude Code for Pro and Max accounts. API limits for Opus models will also increase.

Wells Fargo said the deal could lift Anthropic’s revenue. Analysts at the firm noted that Anthropic’s annualized revenue recently reached $44 billion, up from $30 billion at the end of April and $14 billion in February.

Rapid Growth Caused Outages

Anthropic CEO Dario Amodei apologized this week after users experienced downtime across the company’s models.

Speaking at Anthropic’s developer conference, Amodei said revenue grew 80 times in the first quarter of 2025. He said the company had only planned for 10 times growth.

The SpaceXAI deal also opens the door to a possible future project. Anthropic has expressed interest in working with SpaceX to develop orbital AI computing capacity of multiple gigawatts.

Anthropic’s Broader Infrastructure Push

The SpaceXAI deal is one of several infrastructure moves Anthropic has made recently.

The company signed a deal with Amazon to secure up to 5 gigawatts of capacity. The first gigawatt is expected to come online by the end of 2026.

Anthropic also made deals with Google and Broadcom for capacity slated to come online in 2027. It has a partnership with Microsoft and Nvidia to secure capacity through Azure.

An investment with Fluidstack is also in place to continue building out AI infrastructure in the United States.

The Colossus 1 deal with SpaceXAI is the most immediate of these agreements, with GPU access expected within the month.

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