Anthropic agreed to pay SpaceX $1.25 billion per month through May 2029 for access to cloud computing infrastructure. The arrangement follows an earlier deal granting Claude developers access to GPUs at Colossus and Colossus II, data centers located across Tennessee and Mississippi with more than one gigawatt of computing power. SpaceX had built the facilities for its xAI unit, but it said it did not need all available capacity. Fees for May and June are reduced before the full monthly rate begins. The large payment reflects Anthropic’s demand for compute to power products such as AI coding tools. SpaceX expects additional similar services contracts while continuing to use the same data centers for its own training and inference needs.
"Anthropic has agreed to pay SpaceX $1.25 billion per month through May of 2029 for access to cloud computing infrastructure, a long-awaited US regulatory filing revealed on Wednesday. In other words, Anthropic will be sending a rival artificial intelligence lab roughly $15 billion a year, an extraordinary sum that demonstrates how access to compute has become one of the defining bottlenecks in the race to develop advanced artificial intelligence."
"Anthropic and SpaceX announced a deal earlier this month that gives the Claude developer access to GPUs at Colossus and Colossus II, a pair of data centers straddling Tennessee and Mississippi with more than one gigawatt of computing power. SpaceX had rushed to build the facilities for its xAI unit, which develops the Grok AI chatbot, but Musk said his company didn't need all of their computing capacity in the end. Terms of the deal had not been previously disclosed."
"Anthropic is paying an unspecified reduced fee for May and June before the $1.25 billion per month rate takes effect, SpaceX said in its S-1 regulatory filing. The eye-popping figure is a sign of how hungry Anthropic is for computing resources needed to power products like its increasingly popular AI coding tools. The company's revenue for the second quarter of 2026 is expected to exceed $10 billion, according to the Wall Street Journal."
"SpaceX says it expects to "enter into additional similar services contracts" around its compute infrastructure and will continue using its data centers for itself. "We have sufficient capacity to provide compute for our own AI models, including support of our training and inference demands, and to satisfy the obligations under these agreements," the filing states. "We believe our dual monetization strategy provides multiple pathways to generate returns on invested capital.""
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