Anthropic has secured access to SpaceX's Colossus data centers through May 2029 in a deal valued at $45 billion, a significant commitment to expanding its AI compute infrastructure. The company also brought on Tom Blomfield, cofounder of UK digital bank Monzo, to work on its compute team alongside cofounder Tom Brown. Separately, Anthropic extended free access to its Claude 3.5 model, broadening its user base as it scales capacity.
Anthropic is private, so there is no direct stock to buy, but the SpaceX Colossus arrangement channels billions toward Elon Musk's xAI infrastructure business and signals massive sustained demand for AI compute hardware. Chip suppliers, power infrastructure companies, and data center REITs all sit in the path of that spending. The deal also puts competitive pressure on Microsoft-backed OpenAI and Google's Gemini, which could accelerate capital spending across the entire sector.
Next Anthropic funding round announcement (no fixed date, watch for late 2025 reports). NVDA earnings next quarter for data center revenue confirmation. SpaceX financials, if disclosed, for Colossus utilization figures.
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