SpaceX IPO Filing Shows Anthropic Paying $15B Annually for Data Center Access
Original: SpaceX IPO Filing Reveals Anthropic Is Paying $15 Billion a Year to Access Its Data Centers
Why This Matters
Reveals massive compute costs driving AI development and SpaceX's diversification strategy
SpaceX's IPO filing reveals Anthropic will pay $1.25 billion monthly through May 2029 for GPU access at Colossus data centers, totaling $15 billion annually. The deal highlights compute scarcity in AI development as SpaceX pursues $75B IPO.
SpaceX's S-1 regulatory filing disclosed that Anthropic has agreed to pay $1.25 billion per month from July 2026 through May 2029 for cloud computing infrastructure access. The deal gives Claude developer Anthropic access to GPUs at Colossus and Colossus II data centers spanning Tennessee and Mississippi, with over one gigawatt of computing power. SpaceX built these facilities for its xAI unit developing Grok chatbot but found excess capacity. Anthropic pays reduced fees for May-June before the full rate begins. The company's Q2 2026 revenue is expected to exceed $10 billion. SpaceX generated $18.7 billion revenue in 2025 and $4.7 billion in Q1 2026 while losing $4.3 billion. The company seeks the largest IPO in history, targeting $75 billion at $1.75 trillion valuation, potentially debuting June 12 under ticker SPCX.