Anthropic is paying SpaceX $1.25 billion per month through May 2029 as part of a massive compute deal signed earlier this month, according to details disclosed in SpaceX’s initial public offering filing released Wednesday. The total commitment amounts to roughly $15 billion annually, though payments will be reduced for May and June as the agreement ramps up.
The deal underscores Anthropic’s acute need for computing power to train and run its AI models, even as its revenue grows rapidly. For SpaceX, whose annual revenue stands at around $18 billion, the contract represents a significant new income stream beyond its core space and satellite businesses.
SpaceX disclosed the monthly payments in its IPO filing but did not specify the total contract value. The filing also noted that the company expects to enter into additional similar services contracts, suggesting this could be the first of several such deals with AI firms.
Anthropic announced moments before the filing that it is expanding beyond SpaceX’s Colossus 1 facility to Colossus 2, adding Nvidia GB200 capacity throughout June. The move signals that demand for AI compute is outstripping supply, pushing companies like Anthropic to secure long-term infrastructure commitments at enormous cost.
Anthropic co-founder and chief compute officer Tom Brown said on X that the company will scale up on GB200 capacity in Colossus 2 throughout June, though the financial implications of that expansion remain undisclosed.