Anthropic, the maker of Claude, announced Wednesday it will use all compute capacity at SpaceX’s Colossus 1 data center, the latest partnership in its preparations for a planned June IPO.

The deal marks an escalation in the AI compute race. Colossus 1 houses one of the world’s largest GPU clusters, and Anthropic securing full access provides critical infrastructure for training its next generation of large language models.

Notably, Anthropic is actively positioning itself ahead of its June initial public offering. Locking down SpaceX’s compute resources addresses the urgent demand for AI training capacity while signaling confidence in its model development roadmap to potential investors.

Analysts point out that the battle for compute has reached a fever pitch. Leading AI companies are increasingly signing long-term agreements to secure data center resources, preventing competitors from gaining an edge in the model race. Anthropic’s move mirrors strategies employed by OpenAI and Google.

SpaceX said Colossus 1 will continue to scale to serve additional AI partners, adding a significant foothold in the AI infrastructure space.