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The announcement highlighted other similar agreements with Amazon , Google , and Microsoft , all aimed at building gigawatts of additional capacity. Anthropic also expressed interest in partnering with SpaceX to “multiple gigawatts of orbital AI compute capacity, basically data centers in space, as, according to SpaceX, “The compute required to train and operate the next generation of these systems is outpacing what terrestrial power, land, and cooling can deliver on the timelines that matter.”
Sam Altman fires back at Elon Musk's proposal for space-based data centers, says orbiting data centers 'ridiculous' for now
Anthropic promises to pay for electricity price increases due to it's AI data centers
OpenAI has effectively abandoned first-party Stargate data centers in favor of more flexible deals
The Colossus 1 deal means that the whole first-generation cluster, originally built to power xAI’s own Grok models, is now powering one of its direct AI rivals, as the company focuses on building Colossus 2 . In an X post , Musk said he gave the green light to lease Colossus 1 to Anthropic after spending time with senior members of the company to “understand what they do to ensure Claude is good for humanity.” He claimed he “was impressed,” saying, “No one set off my evil detector.” The statement is a stark reversal of comments Musk made earlier this year about Anthropic, when he called Claude “misanthropic and evil."
In the press release, Anthropic also signaled that its compute expansion strategy extends far beyond raw processing power. The company said future infrastructure deployments will increasingly target international regions, such as Europe and Asia, to meet growing enterprise demand for local data residency and regulatory compliance, particularly in sectors like healthcare, finance, and government. It also stressed that future capacity partnerships will prioritize politically stable, democratic countries with secure AI supply chains, while exploring ways to offset increases in electricity costs and reinvest in communities hosting the data centers.
In addition to the compute deal announcement, Anthropic also unveiled on Wednesday a new Claude feature called 'dreaming,' designed to help its AI agents improve themselves between sessions. The feature allows Claude-powered agents to review previous work, identify recurring patterns and mistakes, and reorganize memory files that contain user preferences and contextual information, enabling the system to refine its behavior over time rather than starting each session from scratch.
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Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/musks-spacex-has-rented-out-access-to-its-supercomputers-220-000-nvidia-gpus-and-300-megawatts-of-ai-compute-power-to-rival-anthropic-musk-says-no-one-set-off-my-evil-detector-antrhropic-also-interested-in-orbital-data-centers#main
- https://www.tomshardware.com
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- Trump administration considers mandatory pre-release vetting of AI models — Anthropic's Mythos cited as catalyst for policy reversal
- SpaceX files for $55 billion semiconductor fab in rural Texas for Musk's Terafab — total chipmaking fab investment could reach $119 billion
- Intel's P-core Core 9 273PQE 'Bartlett Lake' CPU beats 14900K by up to 9% in gaming tests — embedded-only chip is unofficially Intel's fastest gaming CPU (at 72
- Intel swipes Qualcomm veteran of 25 years to lead client computing — Alex Katouzian jumps ship to oversee consumer CPUs and physical AI
Informational only. No financial advice. Do your own research.