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Anthropic on Wednesday said it had reached a deal to tap the computing resources of Elon Musk’s SpaceX, marking a détente with its one-time critic and a boost for both companies in the high-stakes artificial intelligence race.
Under the agreement, Anthropic will use the full computing power of SpaceX’s Colossus 1 facility in Memphis, Tenn., which houses more than 220,000 Nvidia processors and will give the Claude chatbot maker 300 megawatts of new capacity within a month.
The deal gives the IPO-bound SpaceX a marquee customer as it looks to sell investors on its AI ambitions, while helping Anthropic ease capacity constraints following a surge in demand for products such as its AI coding tool, Claude Code.
The announcement came as Anthropic held a developer day in San Francisco on Wednesday, where it unveiled a new Claude AI feature called “dreaming,” meant to help its AI systems learn by reviewing work between sessions, spotting patterns and updating files that store user preferences and other context.