The most interesting dynamic in AI right now:
Anthropic just rented the entire compute capacity of SpaceX / xAI Colossus 1.
220,000+ NVIDIA GPUs. 300+ megawatts. Online within the month.
Cursor also has a SpaceX / xAI compute deal... and SpaceX reportedly has a $60B option to acquire it.
What changes for Anthropic today:
> Claude Code limits doubled
> Peak-hour restrictions removed
> Opus API limits raised
Some of the companies competing with Elon are now running on Elon's supercomputer.
Wild.