SpaceX to rent data centre capacity to Anthropic - FT中文网
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SpaceX to rent data centre capacity to Anthropic

AI start-up is racing to add computing power to keep up with its growth
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{"text":[[{"start":9.3,"text":"Anthropic has struck a deal with Elon Musk’s SpaceX to access computing power from its Colossus 1 data centre, adding to the AI start-up’s web of deals as it seeks enough capacity to run its popular models."}],[{"start":21.8,"text":"The Claude AI maker will take more than 300 megawatts of computing power at SpaceX’s huge Tennessee data centre, which houses hundreds of thousands of advanced Nvidia processors, the companies announced on Wednesday. "}],[{"start":35.1,"text":"The data centre deal comes as Anthropic has sought new providers of computing power to keep pace with its growth and serve its models to clients. It has recently signed deals with Amazon and Google and has raised tens of billions of dollars this year mainly to fund infrastructure."}],[{"start":51.650000000000006,"text":"The relationship between Anthropic and SpaceX, which recently merged with Musk’s AI lab xAI, adds to the complex network of deals between the biggest players in chips, data centres and AI model building."}],[{"start":64.15,"text":"Musk later on Wednesday said xAI would be “dissolved” as a separate company and its AI products rebranded as SpaceXAI."}],[{"start":73.15,"text":"The announcement comes as Musk faces off in court with Sam Altman, who leads Anthropic’s main rival OpenAI. Musk last week told a jury that the ChatGPT maker and Altman “stole a charity” by converting the AI lab into a for-profit entity now valued at $850bn, against its mission of ensuring AI would benefit humanity."}],[{"start":94.75,"text":"“I spent a lot of time last week with senior members of the Anthropic team to understand what they do to ensure Claude is good for humanity and was impressed,” Musk wrote on X on Wednesday. “No one set off my evil detector.”"}],[{"start":109.3,"text":"“So long as they engage in critical self-examination, Claude will probably be good,” he said. “After that, I was ok leasing Colossus 1 to Anthropic, as SpaceXAI had already moved training to Colossus 2,” the follow-up project announced in March 2025."}],[{"start":127.05,"text":"Musk’s xAI, which was founded to rival OpenAI and Anthropic in building cutting-edge models, has rapidly built out data centres. The billionaire launched the Colossus data centre in Memphis in 2024, aiming to use it to power his own Grok AI models. "}],[{"start":143,"text":"Musk’s company is also planning to build a huge chipmaking plant called the “Terafab”. A local notice in Grimes County, Texas on Wednesday showed SpaceX could invest $55bn in the first phase of a “semiconductor manufacturing . . . facility”, rising to $119bn in total."}],[{"start":162.2,"text":"But Grok’s usage lags behind competitors such as Claude and ChatGPT, leading Musk to strike partnerships with rivals to use the excess capacity. "}],[{"start":171.29999999999998,"text":"SpaceX last month agreed an unorthodox deal with Cursor to give the start-up access to computing power and work with it on AI tools, alongside obtaining the right to buy Cursor for $60bn this year."}],[{"start":183.99999999999997,"text":"Anthropic said the additional capacity from SpaceX would improve its ability to serve its models and announced it would raise usage limits on its Claude Code tool as well as rate limits on its most advanced Opus models."}],[{"start":197.54999999999998,"text":"The deal with Musk, a major donor to President Donald Trump’s campaign, comes in spite of Anthropic’s recent public battle with the Pentagon over the limits on the military’s use of its technology."}],[{"start":208.74999999999997,"text":"The SpaceX deal adds to several recent data centre agreements by Anthropic, including up to 5 gigawatts with Amazon and a similar-scale agreement with Google and Broadcom. It also struck a deal with Microsoft and Nvidia that provides for $30bn in capacity from the software giant’s Azure cloud business."}],[{"start":228.79999999999998,"text":"It will also boost usage of SpaceX’s AI infrastructure as the company prepares for a blockbuster initial public offering. Anthropic said the agreement includes a deal to explore “partnering with SpaceX to develop multiple gigawatts of orbital AI compute capacity” — a reference to Musk’s plans to blast data centres into space."}],[{"start":249.64999999999998,"text":"SpaceX said: “The compute required to train and operate the next generation of these systems is outpacing what terrestrial power, land and cooling can deliver on the timelines that matter.”"}],[{"start":268,"text":""}]],"url":"https://audio.ftcn.net.cn/album/a_1778123013_2867.mp3"}

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