Anthropic-SpaceXai's 300MW/$5B/yr deal for Colossus I, ARR growth is 8000% annualized

**Anthropic** announced a new **SpaceX compute partnership** to significantly increase capacity for **Claude** products, doubling **Claude Code's 5-hour rate limits** for Pro, Max, Team, and Enterprise users, removing peak-hour limit reductions, and substantially increasing API rate limits for **Opus** models. The deal grants Anthropic access to **Colossus 1** via **SpaceXAI**, with **Claude inference** expected to ramp up on Colossus soon. Anthropic also hosted a **"Code with Claude"** event featuring updates on Claude Code, GitHub-scale usage, and managed agents. Discussions highlighted compute bottlenecks, user reactions to limit changes, debates on managed-agent features, and ongoing safety/governance discourse around AGI trustworthiness.