SpaceX to rent data centre capacity to Anthropic

The data centre deal comes as fast-growing Anthropic has sought out new providers as it works to boost capacity to serve its models, and has this year raised tens of billions of dollars and signed deals with Amazon and Google. Musk’s AI lab xAI, which has merged with SpaceX, has rapidly built out data centres but has had lower demand for its Grok models. Anthropic said the additional capacity of 300 megawatts would improve its ability to serve its models and announced it would raise usage limits on its Claude Code tool. The SpaceX deal adds to several recent compute agreements for Anthropic, including up to 5 gigawatts with Amazon, a similar scale agreement with Google and Broadcom, $30bn in Azure capacity through Microsoft and Nvidia, and a $50bn US infrastructure investment with Fluidstack. It will also boost usage of SpaceX’s AI infrastructure as the company prepares for a blockbuster listing in the coming months. Anthropic said the agreement includes a deal to explore “partnering with SpaceX to develop multiple gigawatts of orbital AI compute capacity”.