SpaceX IPO Filing Reveals Anthropic Is Paying $15 Billion a Year to Access Its Data Centers
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- Anthropic will pay SpaceX $1.25 billion per month (≈$15 billion per year) for GPU compute at the Colossus data centers through May 2029, after a reduced fee in May‑June.
- SpaceX built the Colossus and Colossus II facilities (over 1 GW of compute) for its xAI unit’s Grok chatbot, but now monetizes excess capacity through contracts like Anthropic’s.
- SpaceX’s S‑1 filing shows the company targeting a $75 billion IPO at a $1.75 trillion valuation, with Q1 2024 revenue $4.7 billion and a $4.3 billion loss.
- Anthropic expects Q2 2026 revenue to exceed $10 billion, underscoring its appetite for massive compute resources.
- SpaceX plans to sign additional similar compute‑service contracts while continuing to run its own AI models, a dual‑monetization strategy.
Why it matters: Anthropic secures >1 GW of compute for its AI tools, while SpaceX adds a $15 bn annual revenue stream, strengthening its IPO narrative and underscoring compute as a key AI bottleneck.
