Anthropic Expands Claude on Musk's 220K Nvidia GPU Cluster; NVDA Surges 1.75%

Anthropic is leveraging SpaceX/xAI's Colossus 1 supercomputer in Memphis—powered by ~220,000 Nvidia GPUs—to boost Claude's inference and training, with usage limits already raised. The deal, approved by Elon Musk despite his prior 'misanthropic and evil' jab at Claude, emerged on May 7 amid AI's compute crunch. This underscores Nvidia's ecosystem dominance and infrastructure demand. By May 9, NVDA climbed 1.75%, reflecting investor optimism for sustained GPU demand and AI infra growth.