McQueen AnalyticsDecision intelligence + market research

AI developer and compute customer

Anthropic PBC

Anthropic procures compute through multiple providers, including Google, Amazon and SpaceX. A capacity purchase does not establish property ownership.

Dated commitments & changes

compute agreement

Anthropic contracts for Colossus 1 capacity

Anthropic agreed to use the full compute capacity of SpaceX's Colossus 1. The provider also confirmed the agreement.

>300 MWCompute capacity made availablecontracted compute accessColossus 1; access targeted within Maygreater thanAnthropic ↗
Colossus 1, Memphis, Tennesseecontract announced
Sources and context

This reallocates access to an existing facility; it is not newly constructed national capacity. The handover date was not verified. The City of Memphis independently locates the facility; physical property ownership was not resolved.

compute agreement

Anthropic expands its Google and Broadcom compute agreement

Anthropic announced additional TPU capacity, with most of the new compute to be located in the United States.

United States majority; sites not disclosedcontract announced
Sources and context

Capacity is expected to start arriving in 2027. No state allocation or exact domestic share is disclosed. The scope of this expansion and earlier partnership announcements has not been reconciled; the figures cannot be added.