Anthropic Inks Massive SpaceX Compute Deal Ahead of $2 Trillion IPO

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The AI race continues to heat up, as NVIDIA announces its $81.6 billion revenue report for the first quarter of its fiscal 2027 period, and OpenAI expected to file for its own IPO in the near future. Now, Anthropic and SpaceX have announced the two companies are bolstering their partnership by increasing its GB200 capacity in Colossus 2.

If you're a Claude user who has been hitting rate limits mid-session, here's your explanation, and your fix. Anthropic has struck one of the largest compute procurement deals in the history of the AI industry, signing a contract with SpaceX to take over the full capacity of the Colossus 1 supercomputer cluster in Memphis, Tennessee. Then, just as SpaceX filed its IPO paperwork with the SEC on May 20, Anthropic further expanded the deal.

We’re expanding our partnership with @SpaceX, and will be scaling up on GB200 capacity in Colossus 2...

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