Anthropic-SpaceX Deal Shifts the Spotlight to a New Gallery of Beneficiaries – Cooling Specialists, Power Companies, and Rocket Builders!
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It was the headline of the week: On May 6, 2026, the AI lab Anthropic and Elon Musk's SpaceX announced a data center deal that even industry insiders did not expect. Anthropic will have access to the full power of the Memphis data center Colossus 1 – over 220,000 NVIDIA processors and 300 megawatts of fresh capacity within a month. Musk, who had mocked Anthropic as "misanthropic" just in February, completely reversed his position and promised similar conditions to other AI companies. This appointment sends an industrial policy signal: electricity,...
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