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The Agentic Enterprise | The Compute Wars Are Everywhere Now | Friday, May 8, 2026

Anthropic signed a deal with SpaceX for the entire Colossus 1 data center — 220,000 GPUs, 300 megawatts. The two companies are also exploring orbital satellite compute. Elon Musk, who called Anthropic "misanthropic and evil" six months ago, posted that he is "impressed." The constraint on AI capability is no longer algorithmic. It is physical.At a glance: 220,000 NVIDIA GPUs from Colossus 1 | 10GW+ committed compute infrastructure | Claude Code limits doubled | Frontier cyber-offense capability doubling every 4 months