Anthropic Commits Nearly $45 Billion to SpaceX for AI Compute Through 2029
Updated
Updated · Bloomberg · May 20
Anthropic Commits Nearly $45 Billion to SpaceX for AI Compute Through 2029
5 articles · Updated · Bloomberg · May 20
Nearly $45 billion in payments will flow from Anthropic to SpaceX over three years under an expanded computing deal to support Claude, according to SpaceX IPO filings released Wednesday.
$1.25 billion a month is due through May 2029, with capacity ramping in May and June 2026 at a reduced fee before the full payment schedule takes hold.
Either side can terminate the agreement with 90 days' notice, leaving a contractual exit even as the deal points to one of the largest disclosed AI-compute commitments.
The filing follows an earlier report that tied the same monthly payment and timeline to xAI's Colossus 1 capacity near Memphis, underscoring how SpaceX's IPO documents are exposing Musk-linked AI infrastructure ties.
Is xAI's $40B rental deal a sign of failure or a masterstroke to make rivals fund its future AI development?
As Anthropic diversifies compute beyond Big Tech, is this the start of a truly open market for AI infrastructure?
With AI's thirst for power, are tech giants creating new energy crises while claiming to solve humanity's problems?
Anthropic’s Landmark Acquisition of 220,000 Nvidia GPUs from xAI: How a $50B Compute Deal Reshapes the AI Arms Race
Overview
In May 2026, Anthropic announced a major partnership with xAI, acquiring all compute capacity at xAI’s Colossus 1 data center in Tennessee. This move was driven by Anthropic’s explosive 80x annualized growth, which had outpaced its existing infrastructure and led to service issues and strict usage limits for users. By securing xAI’s resources, Anthropic aims to stabilize its operations, improve service reliability, and stay ahead of competitors. The deal highlights the urgent need for robust compute power in the AI industry and marks a strategic shift for both companies as they adapt to rapid market changes.