Anthropic 已与 SpaceX 签署协议，将租用超过 300 兆瓦的计算能力，来自位于田纳西的 Colossus 1 资料中心，该中心拥有数十万块先进 Nvidia 处理器。该协议于周三公告，是 Anthropic 快速扩张的一部分：该公司最近已筹集了数百亿美元以资助基础设施，并已与 Amazon、Google 签署大型云端协议，以确保 Claude、Opus 及相关产品拥有足够的容量。额外的算力有助于 Anthropic 在模型部署规模持续增长时维持对客户的服务。
与 SpaceX 的安排嵌入在更广泛的 Musk 关联 AI 资产重组中。Musk 表示，xAI 将取消为独立公司，整合为 SpaceXAI；他在 2025 年 3 月已宣布，训练已转移至 Colossus 2。Musk 在法院作证时批评 Sam Altman 及 OpenAI 的估值上涨，称 OpenAI 已成为如今估值 8500 亿美元的盈利机构，同时他也称赞 Anthropic 的内部安全检查是可接受的。Musk 先前于 2024 年在孟菲斯建造 Colossus 以运行 Grok，SpaceX 亦计划在德州推进 Terafab 半导体项目，当地通知书引用了 550 亿美元的一期，总计最高达 1190 亿美元。
SpaceX 已透过与同行合作来利用闲置容量，例如与 Cursor 的协议及可能的 600 亿美元收购权，本周亦支持 Anthropic。该协议据称补充了 Anthropic 最近的合约：与 Amazon 的最多 5 兆瓦、与 Google 和 Broadcom 的同规模交易、以及通过 Microsoft 与 Nvidia 的约 300 亿美元 Azure 云端容量。Anthropic 表示，这份租约可提高 Claude Code 的使用限制并上调 Opus 最先进模型的速率上限，同时还探索与 SpaceXAI 建立多太瓦轨道 AI 算力，以配合 IPO 准备。SpaceX 将这一逻辑表述为容量压力：地面电力、土地与散热能力都被下一代 AI 计算需求超越。
Anthropic has signed a deal to rent more than 300 megawatts of compute from SpaceX’s Colossus 1 data centre in Tennessee, which contains hundreds of thousands of advanced Nvidia processors. The agreement, announced on Wednesday, is part of Anthropic’s rapid expansion: the company has recently raised tens of billions of dollars to fund infrastructure and has been signing large cloud agreements with Amazon and Google to secure enough capacity for Claude, Opus and related products. The extra power helps Anthropic sustain client service levels as model deployment scales.
The SpaceX arrangement is embedded in a broader restructuring of Musk-linked AI assets. Musk said xAI will be dissolved as a separate company and integrated as SpaceXAI, after he had announced in March 2025 that training had already moved to Colossus 2. In court testimony, Musk criticized Sam Altman and OpenAI’s valuation rise, saying OpenAI had become a profit-driven firm now valued at $850bn, while he also praised Anthropic’s internal safety checks as acceptable. Musk previously built Colossus in Memphis in 2024 to run Grok, and SpaceX is also planning the Terafab semiconductor project in Texas, with a local notice citing $55bn in the first phase and up to $119bn in total.
The deal sits within SpaceX’s use of surplus compute through partnerships, including the Cursor agreement with a potential $60bn purchase right, and this week it also supports Anthropic. It reportedly complements Anthropic’s recent contracts: up to 5 gigawatts with Amazon, similar-scale arrangements with Google and Broadcom, and about $30bn of Azure cloud capacity via Microsoft and Nvidia. Anthropic said the lease lets it raise Claude Code usage limits and increase rate caps for advanced Opus models, while also exploring multi-gigawatt orbital AI compute with SpaceXAI as part of IPO preparation. SpaceX framed the rationale as pressure on capacity: terrestrial power, land and cooling are being outpaced by next-generation AI compute demand.