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The deal gives Anthropic access to over 220,000 Nvidia GPUs at xAI's Tennessee data center, implying roughly $14.4B in annualized compute spending.
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Anthropic, the AI safety company behind Claude, is shelling out approximately $1.2 billion every month to Elon Musk’s xAI for access to compute capacity. The arrangement runs through May 2029, making it one of the largest single compute commitments the AI industry has ever seen.
That’s not a typo. Billion, with a B, every 30 days. Annualized, the contract implies roughly $14.4 billion in compute expenditure from Anthropic alone. For context, that’s more than some countries spend on their entire defense budgets.
