Quoting SpaceX S-1
Anthropic signed $1.25B/month compute deal with SpaceX's Colossus clusters through May 2029
“Cloud Services Agreements with Anthropic PBC...with respect to access to compute capacity across COLOSSUS and COLOSSUS II...the customer has agreed to pay us $1.25 billion per month through May 2029”
SpaceX's S-1 filing reveals Anthropic is paying $1.25 billion per month for compute access across SpaceX's Colossus and Colossus II GPU clusters through May 2029, with capacity ramping in May-June 2026. This is a massive infrastructure commitment that signals Anthropic's aggressive scaling plans and XAI/SpaceX's pivot to selling compute capacity alongside training Grok 5. The deal underscores how frontier AI labs are locking in dedicated compute at unprecedented scale and cost.