Tags: AI infrastructure

SpaceX has signed a lease with Anthropic for the full capacity of its Colossus 1 data center in Memphis, Tennessee. The early‑May 2026 deal gives Anthropic access to more than 220,000 Nvidia GPUs and over 300 megawatts of power, easing a near‑term compute crunch for the maker of Claude. SpaceX, which plans an IPO, turns idle infrastructure into revenue, while the arrangement underscores the growing importance of in‑house AI hardware as rivals such as xAI’s Grok scramble for resources. Read more

NVIDIA has committed over $40 billion to AI equity investments in the first four months of 2026, with $30 billion going to OpenAI and the rest spread across several companies, sparking concerns about vertical integration and circular financing. Read more

Akamai Technologies' stock had its best day in 22 years, rising 27% after the company announced a $1.8 billion, seven-year cloud deal with Anthropic, a leading AI provider. The contract is Akamai's largest ever and marks a significant pivot into AI infrastructure. Read more

Anthropic announced on Tuesday that it is doubling five‑hour rate limits for Claude Code across its Pro, Max, Team and Enterprise plans and removing peak‑hour throttling for Pro and Max users. The company also lifted API limits for its Claude Opus models. The changes stem from a new compute agreement with SpaceX that gives Anthropic access to the full capacity of the Colossus 1 data centre, adding more than 300 MW of power and over 220,000 Nvidia GPUs. The boost aims to improve service for Claude Pro and Claude Max subscribers and marks another step in Anthropic’s expanding AI infrastructure partnerships. Read more