Anthropic Secures 220K Nvidia GPUs via SpaceX Colossus Deal, Boosting NVDA Demand

Anthropic signed a deal on May 6 for full access to SpaceX's Colossus 1 data center in Memphis, securing 220,000 Nvidia GPUs and over 300 megawatts of power online within a month to alleviate Claude's rate limits. This follows the Pentagon's May 1 agreements with seven firms—OpenAI, Alphabet, Nvidia, SpaceX, Microsoft, Amazon, and Reflection AI—for AI on classified IL6/IL7 networks, excluding Anthropic over supply-chain risks and lawsuits. NVDA fell 4.63% to $199.57 on May 1 amid mixed reactions (MSFT -3.93%, GOOGL +9.96%), but the SpaceX partnership underscores persistent GPU demand for Nvidia.