Elon Musk called Anthropic “evil” a few weeks ago. His company SpaceX has just entrusted him with its entire data center. Business is business.
Anthropic announced an agreement with SpaceX on Tuesday, May 6, during its Code With Claude conference in San Francisco. The company will use the entire Colossus 1 data center. More than 300 megawatts of additional power and 220,000 NVIDIA GPUs (a mix of H100, H200 and GB200) available within the month. Direct consequence: Claude’s usage limits increase for all paying subscribers. This is good news as they have been complaining for several months about excessively restrictive ceilings, sometimes going so far as to unsubscribe from the service.
What’s changing (and what’s not changing) for subscribers
Pro (€20/month) and Max (€100 to €200/month) subscribers see their flow doubled over the five-hour window. Peak hour restrictions (introduced at the end of March 2026 after a wave of complaints) are disappearing. The API limits for Claude Opus are also increasing sharply. The Team and Enterprise plans per seat benefit from the same increases.
A detail which is important (and which the official communication does not really highlight): the weekly ceilings remain the same. What doubles is the size of the tap per session, not the size of the tank over the week. In practice, the majority of users did not reach their weekly quota because the session brake blocked them beforehand. This brake blows.
The Colossus 1 capability powers Anthropic’s entire inference infrastructure, including Claude.ai in its classic web version. Anthropic specifies that its collaboration with Amazon includes additional capacity in Asia and Europe. The objective: to meet the data residency requirements of regulated companies (health, finance, public sector). A point which directly concerns French companies subject to the GDPR.
When Musk arms his own competitor
Elon Musk owns 42% of SpaceX. SpaceX merged with xAI in February 2026, creating the entity SpaceXAI. xAI develops Grok, Claude’s front-end competitor. The Colossus 1 data center, located in Memphis, was built to train Grok. And it is Anthropic which inherits it.
Musk’s about-face deserves to be savored at its own pace. Weeks before the deal, he publicly called Anthropic “misanthropic and evil.” On May 6, on X, he said he was “impressed” by the company’s management after a week spent in their company. Claude “will probably be good”, he now estimates (between two rocket launches and three trials, we imagine that the schedule allows this kind of re-evaluation). Michael Nicolls, president of xAI, reportedly admitted internally that his company was “clearly behind” its rivals.
SpaceX is preparing an IPO at an estimated valuation around 1.5 trillion dollars. Renting 220,000 GPUs at market price generates immediate revenue. Anthropic, for its part, is negotiating a raise of 50 billion dollars at a valuation of 900 billion. Both parties have the means to afford this paradox. Colossus 1 finances Colossus 2, the next generation of data centers, and the (still theoretical) ambition of computing in orbit.
Musk sells his GPUs to his rival to finance the next battle. At this rate, consistency remains the one luxury Silicon Valley cannot afford.
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Source :
xAI
