SpaceX and Anthropic have a compute partnership with monthly payments disclosed in SpaceX’s initial public offering filing. The payments are reduced for May and June as the deal ramps up. Anthropic is expanding its deployment beyond SpaceX’s Colossus 1 facility to Colossus 2, scaling up Nvidia GB200 capacity throughout June. SpaceX also expects to enter additional similar services contracts. SpaceX states it has sufficient capacity to support its own AI model training and inference needs while meeting obligations under the agreements. Either party can exit the deal with 90 days’ notice.
"SpaceX announced the monthly payments as part of its filing for an initial public offering, released Wednesday. It said the payments would be reduced for May and June as the deal ramps up. Anthropic also announced moments before the filing became public that it was expanding beyond SpaceX's Colossus 1 facility to Colossus 2 as well."
""We're expanding our partnership with SpaceX, and will be scaling up on (Nvidia) GB200 capacity in Colossus 2 throughout June," Anthropic co-founder and chief compute officer Tom Brown said on X."
""We expect to enter into additional similar services contracts," it said in the filing. "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.""
"Yes, but: Either Anthropic or SpaceX can exit the deal with 90 days' notice, per the filing."
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