On May 6, Anthropic announced it's getting access to Colossus 1 — 220,000 Nvidia GPUs in Memphis, over 300 megawatts of compute capacity. It's being covered as a pragmatic fix for Claude's rate limits and capacity constraints. That framing is technically accurate and almost entirely wrong.
The compute lives in infrastructure controlled by Elon Musk. Musk, who posted that Claude "hates Whites & Asians, especially Chinese, heterosexuals and men" and called it "misanthropic and evil." Musk, who runs Grok, a direct competitor. He has now apparently re-evaluated after meeting Anthropic's leadership — satisfied, per his own account, that Claude will "probably be good." Probably. The word doing the most work in this entire deal is probably, said by the infrastructure landlord. Terms were not disclosed.
The standard line on this is: compute is scarce, Anthropic needed it, the alternative was worse. That may be true. What is also true is that Anthropic's ability to serve Claude users now structurally depends on someone who has publicly questioned whether Claude should exist as it does and who wins if Claude loses. That's not a resolved tension. That's the operating condition.