Musk Backtracks, Calls Anthropic the Best

新智元 · wechat · 2026-07-12

Elon Musk has publicly backtracked, calling Anthropic the current leader in AI and admitting he previously underestimated them. The article reviews his past attacks on Anthropic over the last few months and explores why his stance has softened.

The core context is a massive compute partnership between Anthropic and SpaceX: securing the entire capacity of the Colossus1 data center in Memphis, involving 300MW+ of power and 220,000+ NVIDIA GPUs, paid monthly at $1.25 billion through 2029. The author argues that AI competition is shifting from pure rivalry to a deeply integrated landscape of compute, chips, and data centers.

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