# Anthropics Situation is CRAZY!

Page: https://stenobird.com/podcast/ai-news-today-julian-goldie-podcast-7573784/anthropics-situation-is-crazy
Text version: https://stenobird.com/podcast/ai-news-today-julian-goldie-podcast-7573784/anthropics-situation-is-crazy.md
Podcast: [AI News Today | Julian Goldie Podcast](https://stenobird.com/podcast/ai-news-today-julian-goldie-podcast-7573784)
Published: 2026-05-11T20:40:51+00:00
Episode link: https://podcasters.spotify.com/pod/show/julian-goldie9/episodes/Anthropics-Situation-is-CRAZY-e3j7pji
Audio file: https://anchor.fm/s/10b0edd94/podcast/play/119841842/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-11%2F423953868-44100-2-1dee20ccf7a5b.mp3
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JSON: https://stenobird.com/v1/public/podcasts/ai-news-today-julian-goldie-podcast-7573784/episodes/anthropics-situation-is-crazy
Duration seconds: 803

## Resource

Elon Just Gave Claude 220,000 H100s: Anthropic’s Compute Surge, Mythos, and What Changes for BusinessThe script explains how Anthropic’s recent compute constraints behind Claude—rate limits, peak-hour slowdowns, and interruptions—are being rapidly eased after Anthropic signed a live deal to use SpaceX’s Colossus-1 GPU cluster in Memphis (over 300 MW and 220,000 NVIDIA H100s). As a result, Anthropic doubled Claude Code five-hour rate limits for paid plans, removed peak-hour reductions, and significantly increased Opus API rate limits. It argues Elon Musk’s motivation is largely economic (idle GPUs after xAI moved training to Colossus-2) and strategic against OpenAI. The script also covers Anthropic’s broader infrastructure deals (Amazon, Google/Broadcom, Microsoft/NVIDIA, Fluid Stack, and reported Google Cloud spend), enterprise ambitions, and the unreleased Mythos model’s security-testing capabilities, plus related government controversy and implications for business workflows and AI coding competition (including Cursor). ⁠00:00⁠ Elon Powers Claude ⁠00:43⁠ Claude Compute Crunch ⁠01:47⁠ SpaceX Colossus Deal ⁠03:45⁠ Why Elon Helped ⁠05:00⁠ Business Impact Boost ⁠06:54⁠ Mythos Security Leap ⁠08:48⁠ What It Means Now ⁠10:11⁠ Cursor And GPU Wars ⁠11:24⁠ Stop Waiting Start Building ⁠12:57⁠ Final Takeaways

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