Earlier this month, SpaceX and Anthropic introduced a brand new compute partnership that gives entry to the rocket firm’s Colossus knowledge facilities in Memphis, TN. Now, with the discharge of SpaceX’s IPO submitting, we’ve extra particulars about that deal, together with how a lot Anthropic is paying to Elon Musk’s firm.
In its S-1 submitting, SpaceX stated that Anthropic agreed to pay $1.25 billion per 30 days by means of Could 2029 for entry to SpaceX’s AI coaching facilities at Colossus I and Colossus II. That’s $15 billion yearly, which might almost double the $18.7 billion in income that SpaceX reported in all of 2025.
The settlement features a clause by which both firm can terminate the deal inside 90 days of discover. And Anthropic’s charges shall be lowered through the capability ramp-up this month and subsequent.
The exit clause was possible vital based mostly on the fast-moving nature of the AI trade. In some sense, Anthropic’s Claude competes with X’s Grok. And it’s an indication of how determined AI corporations like Anthropic are for compute capability, particularly as the info middle construct out throughout the nation runs into severe native opposition.
In a submit on X, Musk stated that SpaceX stands prepared to supply comparable offers to different AI corporations that wish to entry the info facilities. SpaceX is “providing AI compute as a service at important scale,” he stated.
SpaceX has been spending huge quantities of cash on AI for the reason that firm merged with Elon Musk’s xAI earlier this yr. In line with the submitting, the rocket firm spent $12.7 billion in capital expenditures on AI in 2025, or about 61 % of the full spend. It spent $7.7 billion within the first quarter of 2026, in comparison with simply $1 billion on its house division. SpaceX’s AI division misplaced $6.3 billion in operations on $3.2 billion in income in 2025, and misplaced $2.5 billion on $818 million in income within the first quarter of 2026.
In the meantime, Anthropic is cruising towards its first quarterly working revenue, with gross sales income anticipated attain a minimum of $10.9 billion, greater than double its $4.8 billion in income for the just-ended March quarter, Reuters studies.
Correction Could twenty first: A earlier model of this story incorrectly stated $15 billion yearly from Anthropic was double SpaceX’s 2025 income. It could almost double the corporate’s income.
