Anthropic will get compute capacity from SpaceX
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Anthropic said Wednesday it has struck a deal to gain access to compute capacity from Elon Musk's SpaceX, a move that could help the company deal with surging demand.
Why it matters: Anthropic has been struggling to meet the needs of developers which has led to aggressive rate caps and a shift to usage-based pricing.
Driving the news: In addition to the partnership with SpaceX, Anthropic said it will lift the five-hour rate caps for most paid subscribers including those on its Pro, Max, Team and Enterprise plans.
- "We're partnering with SpaceX to use all the capacity of their Colossus One data center," Anthropic head of product Ami Vora said, speaking at the company's developer conference in San Francisco.
- In a statement, Anthropic said the deal gives it "access to more than 300 megawatts of new capacity (over 220,000 Nvidia GPUs) within the month."
Anthropic also announced changes that could address recent complaints about usage limits, including:
- Removing peak hours limits reduction on Claude Code for Pro and Max users.
- Raising API rate limits for Opus models.
Zoom out: The move comes as SpaceX is working to become an AI powerhouse before an expected IPO this fall, which is slated to be the largest in corporate history.
- SpaceX acquired xAI in January and has a deal with Cursor that it says gives it the option to buy the coding startup for $60 billion.
What they're saying: Anthropic says a recent deal with Amazon will also help it expand geographically, which is key for customers in regulated industries who often need to store data within a specific country or region.
- It said its partnership with Amazon will include additional inference capacity in both Europe and Asia.
- And the deal with SpaceX also has the two companies exploring the potential for data centers in space.
- "As part of this agreement, Anthropic also expressed interest in partnering to develop multiple gigawatts of orbital AI compute capacity," SpaceX said in a blog post.
- "Over time we'll continue to explore every way to help you get the best out of Claude," Vora said.
