Anthropic signs a $15B/year SpaceX data-center compute deal

TL;DR Summary
The Verge reports that SpaceX’s IPO filing reveals Anthropic will pay about $1.25 billion per month through May 2029 for access to SpaceX’s Colossus I and II AI training centers, about $15 billion annually and potentially double SpaceX’s 2025 revenue. The deal includes a 90-day termination clause and reduced fees during ramp-up, underscoring the AI compute crunch and SpaceX’s heavy investment in AI, with Musk signaling similar compute deals could be offered to others.
- Anthropic is paying $15 billion a year for access to Elon Musk’s data centers The Verge
- SpaceX IPO Filing Reveals Anthropic Is Paying $15 Billion a Year to Access Its Data Centers WIRED
- The Desperation of AI Titans Is an Ominous Sign Bloomberg.com
- Anthropic paying $15B a year to rent Memphis data center from SpaceX Daily Memphian
- Anthropic will pay xAI $1.25B per month for compute TechCrunch
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