Anthropic to pay SpaceX $84.5 billion for data center capacity, twice what was originally announced
According to new IPO documents released by Anthropic, it is paying SpaceX $84.5 billion for data center capacity, not the $42.5 billion amount listed in SpaceX’s earlier IPO documents.
As part of its Form S1 filing to list its shares, SpaceX shared several details about its agreements with Anthropic. The firm revealed that its May 2026 Anthropic agreements covered capacity at the Colossus 1 and Colossus 2 data centers and allowed it to “monetize unused compute capacity in our infrastructure.” SpaceX added that Anthropic had “agreed to pay us $1.25 billion per month through May 2029, with capacity ramping in May and June 2026 at a reduced fee.”
Cumulatively, SpaceX had outlined that Anthropic had agreed to pay it at least $42.5 billion for the data center agreements if May and June are omitted. However, in Reuters ‘ fresh report, Anthropic’s IPO filings outline that the firm has entered into agreements to pay SpaceX as much as $84.5 billion for the firm’s NVIDIA GPU chips in its data centers. The notice period is the same, and the report also outlines that Anthropic has to spend at least $518 billion to build out its AI infrastructure over the next decade. This spending covers other hyperscalers, including Amazon, Alphabet and Microsoft along with SpaceX.
Right now SpaceX is very cash rich. It not only earns more than a billion per month from Starlink (a number sure to rise), it raised about $85 billion in its initial public stock offering in June. The earnings above from its data center operations now practically double these numbers.
In other words, to build Elon Musk’s city on Mars, SpaceX no longer needs anything from NASA, and in fact, his company actually has more resources on hand that NASA does.
At this moment, SpaceX truly is America’s real space program.
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Even though still in the testing/development stage, when you can launch a 400 foot behemoth, put the ship into orbit, and deploy hardware, it gets people’s attention.
Elon Musk makes money the old fashioned way, he EARNS it.
At this point Grok is in the top tier of AI models, but not in first place. The fact that SpaceX is still selling more compute probably means that Elon isn’t too worried about that for now. Or do I misunderstand the situation?