Anthropic’s Massive Compute Bill With SpaceX Is a Sign of the AI Arms Race
For Claude and Claude Code developers, this story is less about Elon Musk theater and more about the brutal economics behind modern AI. Compute is the real bottleneck, and this deal shows that even top-tier model companies are willing to lock in eye-watering infrastructure spend just to keep training and serving at scale. Anthropic is paying SpaceX $1.25 billion per month through May 2029 for access to Colossus I and Colossus II in Memphis, Tennessee. That works out to $15 billion annually, acco
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