Comprehensive Editor: PANews Big Pliers

Last night, SpaceXAI reached a computing resource collaboration with Anthropic.

SpaceXAI will open all computing power of Colossus 1 to Anthropic—this data center located in Memphis, Tennessee, equipped with over 220,000 NVIDIA GPUs (including H100, H200, and GB200), will bring approximately 300 megawatts of additional computing power to Claude within a month.

On the Anthropic side, this portion of computing power will be used to expand the service capacity of Claude Pro and Claude Max, and to increase the usage limits of Claude Code, Claude API, and Claude Opus. Both parties also revealed their intention to jointly explore future gigawatt-level orbital AI computing capabilities.

This collaboration occurs against two unavoidable backgrounds

First, xAI has merged into SpaceX.

In February 2026, SpaceX completed the acquisition of xAI, integrating its rocket, satellite business with the AI company behind Grok into the same system. The transaction valuation was: SpaceX approximately $1 trillion, xAI approximately $250 billion.

Second, Musk's legal dispute with OpenAI is still ongoing.

Musk sued OpenAI in 2024, accusing it of improper commercialization and straying from its public interest mission, demanding a return to a non-profit structure. The case is currently into its second week of hearings.

Putting these two backgrounds together makes a certain logic clear: SpaceXAI providing full computing power to Anthropic—OpenAI’s most significant competitor in corporate services, programming tools, and developer scenarios—objectively enhances Claude’s service capabilities, and increases the competitive pressure on OpenAI in the corporate and developer markets.

Musk is pressuring OpenAI on two fronts: legally, challenging its organizational structure and commercialization path; commercially, supplying computing power to its core competitor.

But "revenge on OpenAI" is only half of this collaboration

Musk provided another half of the explanation on X: xAI has migrated its training work to the newer Colossus 2, allowing Colossus 1 to be rented out.

The implication of this statement is very direct: Colossus 1 has transformed from an internal asset into a commercial product.

The operational cost of a large GPU cluster is ongoing—electricity, cooling, networking, maintenance, all consuming resources daily. If it only serves a single model product, asset utilization and returns will be suppressed. Renting computing power to leading AI companies is the most direct way to convert fixed costs into sustainable income.

Anthropic is an ideal customer: clear computing power demands, strong payment capacity, with a size sufficient to fill all capacity of Colossus 1.

For SpaceXAI, this transaction has at least fourfold benefits:

• Increased utilization: Colossus 1 is no longer idle;

• New revenue generation: computing power leasing becomes an independent business;

• Strengthened infrastructure positioning: proving SpaceXAI’s capability to service top AI companies;

• Increased pressure on OpenAI: Claude's computing power enhancement changes the competitive landscape.

The business boundaries of SpaceXAI are quietly shifting

When xAI was operating independently, the core goal was singular: to develop models and compete with ChatGPT and Claude at the application level using Grok.

After merging into SpaceX, xAI was placed into a completely different system—data centers, GPU clusters, energy, Starlink network, launch capabilities, and future orbital AI computing, all on the same balance sheet.

The logic of this system is not "winning the model war," but controlling the upstream of the AI industry.

Grok continues to participate in model competition, while Colossus begins to undertake infrastructure business. Even if Grok does not immediately surpass ChatGPT in model capability or user scale, SpaceXAI can still occupy an upstream position through computing power services—similar to how NVIDIA did not need to win the AI application competition but only needed to become a supplier that every player must rely on.

Claude accessing SpaceXAI's computing power may appear to be a competitive move, but essentially it is a signal of transformation:

SpaceXAI is no longer merely betting on Grok to defeat ChatGPT as a model player. It is attempting to become a computing power arms dealer in the AI industry.

Musk’s integration of rockets, satellites, data centers, and AI into one system may not simply aim to win a particular model war, but to become the indispensable player in the next round of AI infrastructure competition.

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