Anthropic agreed to pay SpaceX $1.25 billion per month through May 2029 for access to AI training centers at Colossus I and Colossus II. The total equals $15 billion annually, far exceeding SpaceX’s 2025 reported revenue. The agreement allows either party to terminate with 90 days’ notice, and Anthropic’s fees decrease during the capacity ramp-up in the current month and the next. The deal reflects intense demand for AI compute capacity amid rapid industry change and local resistance to data center expansion. SpaceX positions itself as offering large-scale AI compute as a service. SpaceX has invested heavily in AI, with major capital expenditures and large operating losses, while Anthropic is moving toward its first quarterly operating profit.
"In its S-1 filing, SpaceX said that Anthropic agreed to pay $1.25 billion per month through May 2029 for access to SpaceX's AI training centers at Colossus I and Colossus II. That's $15 billion annually, or nearly double the $18.7 billion in revenue that SpaceX reported in all of 2025."
"The agreement includes a clause in which either company can terminate the deal within 90 days. And Anthropic's fees will be reduced during the capacity ramp-up this month and next."
"SpaceX has been spending enormous amounts of money on AI since the company merged with Elon Musk's xAI earlier this year. According to the filing, the rocket company spent $12.7 billion in capital expenditures on AI in 2025, or about 61 percent of the total spend. It spent $7.7 billion in the first quarter of 2026, compared to just $1 billion on its space division."
"In a post on X, Musk said that SpaceX stands ready to offer similar deals to other AI companies that want to access the data centers. SpaceX is "offering AI compute as a service at significant scale," he said."
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