BREAKINGVIEWS-Anthropic deal clouds SpaceX’s AI value
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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.
By Robert Cyran
NEW YORK, May 7 (Reuters Breakingviews) - Elon Musk’s rockets-to-chatbots outfit has excess computing power, so will supply some to the Claude lab. Yet its $250 bln xAI unit is now an ugly hybrid, expensive versus middlemen like CoreWeave and a model-maker also-ran next to Meta. Chalk up another wrinkle for its mega-IPO.
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CONTEXT NEWS
Anthropic said on May 6 it had signed an agreement to use all of the computing capacity at SpaceX’s Colossus 1 data center. Anthropic will use computing capacity from Elon Musk’s Tennessee facility to loosen usage limits for programming tool Claude Code and the Claude API.
SpaceX’s xAI unit has built 300 megawatts of computing capacity at Colossus 1. A related data center, called Colossus 2, plans to eventually have about 2 gigawatts of capacity.
Anthropic has signed a series of deals to increase its computing capacity, including a 5 gigawatt agreement with Amazon.com, as well as a similarly-sized agreement with Google and Broadcom, among others.
Anthropic also said it has expressed interest in partnering with SpaceX to develop gigawatts’ worth of orbital artificial intelligence computing capacity.