NVIDIA 

Anthropic & SpaceX – Musk's U-turn is the most honest AI admission of the year!

The Anthropic-SpaceX deal is the most honest admission in the industry that computing power is scarcer than talent – and NVIDIA is the undisputed champion of this new gold rush!
Leonid Kulikov
L. Kulikov
Reading Time: 2 minutes

When even Elon Musk – who in February was mocking Anthropic and creating the "misanthropic" pun – shifts his own xAI training to Colossus 2 and rents out Colossus 1 with over 220,000 NVIDIA processors and 300 MW of new capacity to the competition, I read this as plain text: The AI boom of 2026 will not fail due to algorithms but rather due to the power outlet. Anthropic thus gains the necessary breather to scale Claude Code, double the rate limits, and hit OpenAI at its core with the "Dreaming" feature. SpaceX, in turn, places a marquee customer...

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