tech
Anthropic is paying $15 billion a year for access to Elon Musk’s data centers
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TL;DR
- SpaceX's IPO filing discloses a compute partnership with Anthropic.
- Anthropic will pay $1.25 billion per month for access to SpaceX's data centers until May 2029.
- The total annual cost for Anthropic amounts to $15 billion.
- The deal includes a 90-day termination clause for either company.
- SpaceX is offering AI compute as a service to other AI companies.
- SpaceX made significant capital expenditures on AI in 2025 and Q1 2026.
- SpaceX's AI division experienced operating losses in 2025 and Q1 2026.
- Anthropic is projected to reach substantial sales revenue, more than doubling its previous quarter's earnings.