Anthropic has announced a major deal with SpaceX to help relieve pressure on Claude’s current infrastructure:

We’ve signed an agreement with SpaceX to use all of the compute capacity at their Colossus 1 data center. This gives us access to more than 300 megawatts of new capacity (over 220,000 NVIDIA GPUs) within the month.

Colossus 1 was famously used to train Grok. My reading of this is that Anthropic now has access to essentially all of the GPUs, since 200k GPUs had been previously announced for the data center. Maybe they’ve left a handful for Twitter / X.