Image created with gemini-3.1-flash-image-preview with claude-opus-4.7. Image prompt: Using the provided reference images, keep the authentic Sonoran Desert trail scene, midday Arizona light, saguaro and volcanic rock, and the exact brown-post ranger sign construction and typography, but change the sign header to bold all-caps ‘NVIDIA’ with mock trail entries reading ‘CUDA Canyon → 4.2’, ‘Tensor Saddle → 2.7’, ‘Blackwell Overlook ← 6.1’ and a small green chip-emblem medallion, and nestle a weathered, sun-bleached NVIDIA GPU card among the boulders beside the post as if it were a natural rock formation half-embedded in the desert soil with scrub brush growing around it. Keep everything photorealistic, plausibly mounted and grounded, with no floating elements and no extra text beyond the sign.
Anthropic is getting 220,000 Nvidia GPUs from SpaceX and has committed to spending $200 Billion on Google TPUs. Claude Code’s 5-hour rate limits are doubling. Dario is finally getting aggressive about chips from every possible source to fight OpenAI Codex’s growth.
https://x.com/Yuchenj_UW/status/2052065017072386450
Anthropic just announced a new partnership with SpaceX for additional compute. The company is upping usage limits by 2x for Claude Code across plans, removing peak hours reductions, and raising API limits for Opus.
https://x.com/TheRundownAI/status/2052064469371470218
Anthropic rents out the entire Colossus 1 datacenter from xAI / SpaceX with over 220,000 Nvidia GPUs including approximately 150,000 H100 GPUs, 50,000 H200 GPUs, and 30,000 GB200
https://x.com/scaling01/status/2052068218047545501
Dario Amodei: We planned for a world of 10X growth per year. In the first quarter of this year, we saw .. 80X (annualized) growth per year in revenue and usage. That is the reason we had difficulties with compute
https://x.com/firstadopter/status/2052118224888607107
Dario&Daniela Amodei Interview: The 80x growth reportedly caught them completely off guard, and that’s the reason for the compute constraint. The compute deal with SpaceX is the first attempt to address the shortage and continues to search for solutions.
https://x.com/kimmonismus/status/2052118418174681572
Elon’s making $500 billion off Anthropic SpaceX numbers on this ? $18.5 billion revenue gunning for $1.75 trillion IPO valuation 95x Price/Sales ratio Renting the GPUs to Anthropic ~ $5 billion in additional revenue x 95 = $475 billion in valuation credit for the IPO
https://x.com/andrewbenson/status/2052147078902718583?s=46
Higher usage limits for Claude and a compute deal with SpaceX \ Anthropic
https://www.anthropic.com/news/higher-limits-spacex
In the next few days we’ll be ramping up Claude inference on Colossus. Grateful to be partnering with SpaceX here. We are going to need to move a lot of atoms in order to keep up with AI demand, and there’s nobody better at quickly moving atoms (on or off planet Earth)
https://x.com/nottombrown/status/2052062566126649448
More chips, more Claude
https://x.com/alexalbert__/status/2052065953173872912
not even 3 months ago Elon was rabidly chudposting at Amanda Askell now, all water under the bridge! (water goes into Colossus to be annihilated by Anthropic’s inference demand) Not evil at all! Highly impressive people!
https://x.com/teortaxesTex/status/2052080900280557749
Read more about our usage limit increases and our SpaceX compute partnership:
https://x.com/claudeai/status/2052060696255283346
SpaceXAI will provide @AnthropicAI with access to Colossus 1, one of the world’s largest and fastest-deployed AI supercomputers, to provide additional capacity for Claude →
https://x.com/xai/status/2052060350770515978
Under-reported details of the xAI/Anthropic Colossus data center deal: Anthropic get Colossus 1 but xAI keep using the larger Colossus 2, Colossus 1 has a REALLY bad environmental record, and xAI just shut down a bunch of older models on 2 weeks’ notice
https://x.com/simonw/status/2052436629365948920
Very excited to be partnering with @elonmusk @SpaceX! Visionary engineering + Claude is going to be awesome, scaling is continuing for a long time!
https://x.com/Mononofu/status/2052212359536496961
We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.
https://x.com/claudeai/status/2052060691893227611
went under the radar with the spaceX <> anthropic compute deal, but those features make a ton of sense for power users and i’d expect them to become very important in the near future dreaming: better and more expressive memory i’d expect, with cross session context do detect
https://x.com/eliebakouch/status/2052156107313807690
MRC is already deployed across all of OpenAI’s largest supercomputers that we use to train frontier models, including our site with @Oracle Cloud Infrastructure (OCI) in Abilene, Texas, and in @Microsoft’s Fairwater supercomputers. MRC is now available through the
https://x.com/OpenAI/status/2052025533937103102
NVIDIA just open-sourced a transport protocol that powers OpenAI’s Blackwell clusters. It opened MRC, a new RDMA transport protocol for massive AI training clusters. Instead of pushing GPU traffic through one fragile path, MRC spreads a single connection across multiple network
https://x.com/kimmonismus/status/2052011784023028060
Supercomputer networking to accelerate large scale AI training | OpenAI
https://openai.com/index/mrc-supercomputer-networking/
We’ve partnered with @AMD, @Broadcom, @Intel, @Microsoft, and @NVIDIA, to release Multipath Reliable Connection (MRC), a new open networking protocol that helps large AI training clusters run faster and more reliably, with less wasted GPU time.
https://x.com/OpenAI/status/2052025532485902368
Meta-Backed Scale AI Wins $500 Million Defense Department Deal – Bloomberg
https://www.bloomberg.com/news/articles/2026-05-06/meta-backed-scale-ai-wins-500-million-defense-department-deal
Pentagon strikes AI deals for classified military use – The Washington Post
https://www.washingtonpost.com/technology/2026/05/01/pentagon-ai-deals-microsoft-amazon-google-classified-military/
Today, the @DeptofWar entered into agreements with SEVEN of the world’s leading frontier AI model and infrastructure companies to deploy frontier capabilities on the Department’s classified networks: • SpaceX • OpenAI • Google • NVIDIA • Reflection • Microsoft • Amazon
https://x.com/DoWCTO/status/2050175912134561977
Never has the 🚀 emoji felt more apt.
https://x.com/AmandaAskell/status/2052161052058833181
.@NVIDIA explored how speculative decoding can speed up RL without changing the model’s behavior. ->The result is up to ~2.5× faster end-to-end RL at 235B scale Speculative decoding is when a smaller “”draft”” model predicts several next tokens at once, and the main model
https://x.com/TheTuringPost/status/2052180472206381268
A whole ecosystem has popped up of cloud companies who buy compute from Nvidia, and then rent it out to frontier labs. I asked Jensen Huang, why not just cut out the middleman? His answer had to do with his vision for what Nvidia will be: the “”foundation of the industry”” in AI,
https://x.com/dwarkesh_sp/status/2049866750037254483
Compute finds a way to goto good models. “This gives us access to more than 300 megawatts of new capacity (over 220,000 NVIDIA GPUs) within the month.”
https://x.com/_arohan_/status/2052065871552819647
NVIDIA Launches Ising, the World’s First Open AI Models to Accelerate the Path to Useful Quantum Computers | NVIDIA Newsroom
https://nvidianews.nvidia.com/news/nvidia-launches-ising-the-worlds-first-open-ai-models-to-accelerate-the-path-to-useful-quantum-computers
NVIDIA Spectrum-X — the Open, AI-Native Ethernet Fabric — Sets the Standard for Gigascale AI, Now With MRC | NVIDIA Blog
https://blogs.nvidia.com/blog/spectrum-x-ethernet-mrc/
Today we’re bringing new NSF OMAI compute online with NVIDIA Blackwell Ultra-powered systems, turning a $152M national investment from @NSF & @NVIDIA into a foundation for truly open AI research. 🧵
https://x.com/allen_ai/status/2052403904139169940
We collaborated with NVIDIA to teach you how we made LLM training ~25% faster! 🚀 Learn how 3 optimizations help your home GPU train models faster: 1. Packed-sequence metadata caching 2. Double-buffered checkpoint reloads 3. Faster MoE routing Guide:
https://x.com/UnslothAI/status/2052020656527532276
NEO’s inference computer (NVIDIA Jetson Thor) sits in the head. Other humanoids typically have their compute in the torso.
https://x.com/TheHumanoidHub/status/2049961504003506416
.@huggingface’s agentic robotics app store for Reachy Mini is a big step toward more accessible physical AI. 🙌 Excited to see NVIDIA Isaac GR00T N integrated with Hugging Face LeRobot, helping developers post-train, evaluate, and deploy robot foundation models with open
https://x.com/NVIDIARobotics/status/2052446013949149649
they already have colossus 2 with ~500k blackwell btw, but still crazy imo
https://x.com/eliebakouch/status/2052068426152132722
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