😺 Anthropic 🤝 SpaceX data center deal
The Neuron · Grant Harvey · 2026-05-07
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Topics: anthropic-compute-expansionclaude-codeai-infrastructuremulti-agent-orchestrationdeveloper-tools
Claims
- Anthropic signed a partnership with SpaceX for full access to Colossus 1, a 300+ MW Memphis data center with 220,000+ NVIDIA GPUs coming online within the month.
- Claude Code's five-hour rate limits doubled for Pro, Max, Team, and Enterprise plans, and peak-hours limit reductions were removed for Pro and Max.
- Anthropic introduced three research-preview features for Claude Managed Agents: multi-agent orchestration, Outcomes (goal-based iteration), and Dreaming (overnight self-reflection and memory writing).
- Anthropic grew by 80x last quarter, causing the compute shortages that led to recent Claude Code degradation and service outages.
- Anthropic now reportedly accounts for more than 40% of Google Cloud's revenue backlog.
Key quotes
The last six weeks of Claude Code have been rough. There were public performance complaints, brief plan-tier confusion (Claude Code briefly removed from Pro before being restored within 24 hours), and a Fortune piece where Anthropic admitted to engineering missteps.
Dario said they grew by 80x last quarter. Daaaamn, Daniela!
The same Elon whose Pentagon allies designated Anthropic a 'supply chain risk' last quarter. Politics is downstream of gigawatts I guess?