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Anthropic Raises Claude Limits

·2026.05.07 22:52

Key point

Anthropic secured SpaceX's Colossus 1 and raised Claude limits.

Details

Anthropic reported that its Q1 2026 annualized revenue and usage grew 80x, far exceeding its internal forecast of 10x. Its annual revenue run rate surpassed $30 billion.

  • Infrastructure: Anthropic secured the entirety of SpaceX's Colossus 1, gaining over 220,000 NVIDIA GPUs and an additional 300MW of compute.
  • Product: Claude Code limits were raised, peak-hour restrictions on paid plans were lifted, and Claude Opus request volume was also increased.
  • Scalability: Anthropic said it is also discussing developing space-based data centers with SpaceX.
  • Market: In the secondary market, Anthropic's implied valuation has been floated as high as $1.2 trillion, and Bank of America warned that a large AI IPO could weigh on the stock market rally.
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