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Anthropic Hits $30B Run Rate, Secures SpaceX Compute

5/7/2026

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Story summary
  • Anthropic CEO Dario Amodei said revenue and usage grew 80-fold in the quarter, pushing the run rate above $30 billion, beyond the planned 10-fold increase.
  • Strained compute capacity forced Anthropic to secure processing at SpaceX’s Colossus 1 data center in Memphis, adding over 300 megawatts of power and 220,000 Nvidia AI chips.
  • Investors are discussing a $900 billion valuation for Anthropic after Google pledged up to $40 billion and Amazon up to $25 billion.