AI BriefingAnthropic Pays SpaceX $1.25B Per Month
Key point
SpaceX's SEC filing has revealed that Anthropic is paying $1.25 billion per month to secure computing capacity.
Details
SpaceX's latest SEC filing (prospectus) has confirmed that the scale of the computing capacity agreement between Anthropic and SpaceX significantly exceeds previous estimates.
Key details are as follows:
- Contract scale: Anthropic is paying $1.25 billion per month (approximately $15 billion annually) to secure capacity on SpaceX's Colossus 1 and 2 clusters. This far surpasses the industry's previous estimates of $3 billion to $5 billion annually.
- Infrastructure usage: Anthropic appears to be using not only Colossus 1 but also a portion of the capacity of Colossus 2, which is currently under construction.
- Additional details: According to the filing, SpaceX is using Colossus 2 to train xAI's Grok 5.
The scale of this agreement is extremely massive compared to Anthropic's annual recurring revenue (ARR), suggesting aggressive investment by Anthropic to secure computing resources.
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