Quoting SpaceX S-1
Simon Willison · Simon Willison · 2026-05-20
SpaceX's S-1 filing discloses that Anthropic has committed to paying SpaceX $1.25 billion per month through May 2029 for access to compute capacity across the COLOSSUS and COLOSSUS II data centers.
Extraction
Topics: anthropicspacexai-compute-dealscloud-infrastructuregenerative-ai
Claims
- Anthropic has agreed to pay SpaceX $1.25 billion per month for compute capacity access through May 2029.
- SpaceX operates COLOSSUS II, currently being used to train Grok 5, and also sells compute access to third-party customers.
- Capacity under the Anthropic agreement is ramping in May and June 2026 at a reduced fee.
- Either party may terminate the Cloud Services Agreement with 90 days' notice.
Key quotes
In May 2026, we entered into Cloud Services Agreements with Anthropic PBC, an AI research and development public benefit corporation, with respect to access to compute capacity across COLOSSUS and COLOSSUS II. Pursuant to these agreements, the customer has agreed to pay us $1.25 billion per month through May 2029.