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Anthropic has agreed to pay SpaceX $1.25 billion monthly ($15 billion annually) through May 2029 for access to its Colossus AI data centers, revealing the massive demand for compute capacity and the intertwined nature of AI and infrastructure companies.
SpaceX's S-1 filing reveals a $1.25 billion per month cloud services agreement with Anthropic for compute capacity on COLOSSUS and COLOSSUS II through May 2029, supporting training of Grok 5.
According to a SpaceX prospectus, Anthropic is paying $1.25 billion per month ($15 billion annually) for compute capacity on SpaceX's Colossus 1 and Colossus 2 supercomputers, far exceeding previously reported estimates and indicating a hefty premium for AI compute.
Anthropic is expanding its partnership with SpaceX to scale up Claude inference on the Colossus 2 cluster using GB200 capacity, starting in June.