Anthropic announced today they're taking all the capacity at Colossus 1, SpaceX's data center. Over 300 megawatts of additional compute deployed within the month.

Colossus was built in record time under Musk's direction to feed xAI and Grok. That same infrastructure is now going to train and serve Claude, the most serious model competitor Grok has. Capital flows where the voltage is. Ideology stays in the podcasts.