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Anthropic will pay nearly $45 billion for access to SpaceX supercomputers

The deal will help SpaceX improve the performance of its loss-making AI business, while Anthropic will gain access to two unique supercomputers

Fahrutdinov Albert

Albert Fahrutdinov

reporter Oninvest
The deal with Space X will allow Anthropic to significantly increase its computing power / Photo: Fedor shihabsarkar/Shutterstock.com

The deal with Space X will allow Anthropic to "significantly increase its computing power" / Photo: Fedor shihabsarkar/Shutterstock.com

Artificial intelligence developer Anthropic has agreed to pay Elon Musk's SpaceX nearly $45 billion over three years. This money will be used to lease Colossus supercomputers for the needs of Claude, Anthropic's flagship neural network, on the basis of which the startup creates corporate AI services that cause a stir.

Details

Anthropic announced the deal with SpaceX back in early Ma, but the startup did not disclose its financial terms. From the IPO prospectus of SpaceX published on May 20, it follows that the developer of chatbot Claude will pay Musk's company at $1.25 billion per month until May 2029. In May and June 2026, the amount of resources provided will gradually increase, so the payment during this period will be lower. Thus, SpaceX will receive almost $45 billion from Anthropic over the next three years, Bloomberg calculated.

Anthropic initially gained access to more than 300 MW of computing power in SpaceX's data center with Colossus 1, a supercomputer built specifically for training neural networks. The partnership later expanded, with Anthropic also gaining access to SpaceX's second supercomputer, Colossus 2, according to Anthropic co-founder and director of computing infrastructure Tom Brown.

For Anthropic, it's a way to get scarce resources needed because of the growing demand for Claude's tools for programming and other business tasks. For SpaceX, it's an attempt to turn AI infrastructure into a new source of revenue after its merger with xAI. SpaceX said in its prospectus that it expects to make similar deals for computing power with other companies, Bloomberg notes.

Context

The contract with Anthropic is also important for SpaceX because the latter's AI division remains unprofitable. The IPO prospectus revealed that this division lost $6.35 billion in 2025 and another $2.47 billion in the first quarter of 2026. The main source of revenue for SpaceX, the world's most valuable aerospace and defense company, remains Starlink satellite internet. Anthropic, meanwhile, could break into profit for the first time as early as this quarter thanks to the rapid growth in popularity of Claude-based B2B products.

This article was AI-translated and verified by a human editor

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