SpaceX reveals what Anthropic will pay for massive compute deal

Anthropic will pay SpaceX $1.25 billion per month for dedicated high-performance computing resources. The agreement provides exclusive access to SpaceX’s Colossus clusters, including Colossus I and an expanded Colossus II. Together, the clusters deliver hundreds of megawatts of power and more than 200,000 NVIDIA GPUs. Payments run through May 2029, totaling nearly $45 billion overall. Capacity is scheduled to ramp up during May and June 2026 at an initial discounted rate to support integration. Both companies can terminate the agreement with ninety days’ notice. The deal supports scaling usage limits for Claude users and adds substantial recurring revenue for SpaceX’s data center expansion and future orbital computing initiatives.

"SpaceX has disclosed the full financial details of its groundbreaking agreement with Anthropic, confirming that the AI company will pay $1.25 billion per month for dedicated high-performance computing resources. The revelation came through SpaceX's latest securities filing in preparation for its initial public offering, shedding light on one of the largest compute deals in the artificial intelligence sector to date. The prospectus was released last night, as SpaceX is heading toward its IPO."

"The comprehensive deal grants Anthropic exclusive access to SpaceX's Colossus clusters, encompassing Colossus I and the substantially expanded Colossus II, which together deliver hundreds of megawatts of power along with more than 200,000 NVIDIA GPUs. Payments extend through May 2029, totaling nearly $45 billion overall; capacity is scheduled to ramp up during May and June 2026 at an initial discounted rate to facilitate seamless integration. Both companies retain the option to terminate the agreement with ninety days' notice, so there is definitely some flexibility for both."

"This pact not only enhances Anthropic's ability to scale usage limits for Claude users but also injects substantial recurring revenue into SpaceX, bolstering its expansion into advanced data center operations and future orbital computing initiatives. Observers describe the collaboration between the two companies as strategically advantageous because it gives Anth"

Read at TESLARATI