In March, Musk replied "he's projecting" when Dario Amodei suggested Claude was edging toward something like consciousness. On April 30, Musk testified under oath in Musk v. Altman and ranked Anthropic the number one AI provider. Today the two camps signed paper. Anthropic will draw the entire compute output of Colossus 1 — 300+ MW, 220,000+ NVIDIA accelerators in Memphis, online within a month — to widen rate limits on Claude Pro, Max, and the API. xAI confirmed the deal in its own post.
What carries
Two read-throughs for an operator. First, Claude demand has overrun every chip Amazon, Google, and Anthropic's own builds can pour into it; the only cure on a one-month horizon is a ready-built site that already burns three hundred megawatts. Second, Colossus 1 was a Grok-training rig in February. It is now a tenant-leased datacenter. The 2026 reality is that even principals who sue each other will sublease to each other when the alternative is leaving Blackwells idle.
What didn't survive contact
The "biggest merger ever" framing from the February SpaceX/xAI combination implied Colossus would stay vertically integrated to its parent. Three months later the building is renting itself to a competitor by the megawatt. Vertical integration claims age in dog years.
What to watch
A single tracker reports Claude up roughly 44% to 23M MAU in Q1 2026 while Grok dropped from #2 to #5. One source, take it gently — but the deal direction is consistent with the number.