SpaceX also disclosed exactly how much their deal with Anthropic is worth. They state that they have "entered Cloud Serv…
SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-05-20
SpaceX's public S-1 IPO filing discloses that Anthropic committed to $1.25 billion per month for cloud compute capacity on SpaceX's COLOSSUS and COLOSSUS II data centers, representing approximately $45 billion in total contract value through May 2029.
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Topics: anthropicspacex-colossusai-infrastructure-dealscloud-computeai-spending
Claims
- Anthropic signed Cloud Services Agreements with SpaceX in May 2026 for compute capacity on COLOSSUS and COLOSSUS II data centers at $1.25B per month.
- The contract runs through May 2029, representing approximately $15 billion per year and $45 billion in total contract value.
- The deal was disclosed in SpaceX's public S-1 IPO filing.
Key quotes
SpaceX also disclosed exactly how much their deal with Anthropic is worth. They state that they have 'entered Cloud Services Agreements with Anthropic in May 2026 for capacity on COLOSSUS and COLOSSUS II at $1.25B/month through May 2029'
that's ~$15B/year, and an ~$45B TCV