Anthropic Energy Efficiency Index
Anthropic's May 2026 deal to rent the entire ~300 MW Colossus 1 facility from SpaceX/SpaceXAI for ~$1.25 B/month (~$15 B/year, ~$45 B through May 2029) is best modeled as a dedicated **inference** workload, giving a clean anchor for a tokens/MWh index — our base-case estimate puts the Colossus 1 site at roughly **300–500 million tokens per facility-MWh**, and a fleet-wide blended index of **~1.0–1.3 billion tokens/MWh** once newer Trainium and TPU capacity is included.
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