SpaceX IPO Filing Reveals Anthropic Is Paying $15 Billion a Year to Access Its Data Centers

IPO Filing Reveals Anthropic Is Paying $15 Billion a Year to Access Its Data Centers">

In a stunning revelation, a long-awaited US regulatory filing showed that Anthropic has committed to paying SpaceX a staggering $1.25 billion per month through May 2029 for access to cloud computing infrastructure. This translates to an astonishing $15 billion annually, underscoring the intense competition for computing resources in the artificial intelligence sector. The deal, announced earlier this month, grants Anthropic, the developer of Claude AI, access to GPUs at Colossus and Colossus II, two data centers located in Tennessee and Mississippi, boasting over one gigawatt of computing power.

The arrangement was initially undisclosed, but SpaceX's S-1 regulatory filing shed light on the terms. Interestingly, Anthropic will pay a reduced fee for May and June before the $1.25 billion monthly rate kicks in. This eye-popping figure highlights Anthropic's insatiable appetite for computing resources, crucial for powering products like its popular AI coding tools.

The company's revenue for the second quarter of 2026 is expected to exceed $10 billion, according to The Wall Street Journal. An Anthropic spokesperson confirmed the figures to WIRED, while SpaceX did not immediately respond to WIRED's request for comment. According to SpaceX's filing, the company expects to enter into additional similar services contracts for its compute infrastructure and will continue using its data centers for its own purposes.

SpaceX claims it has sufficient capacity to provide compute for its own AI models and to satisfy its obligations under these agreements. The filing provides valuable insights into SpaceX's business opportunities and risks ahead of its highly anticipated initial public offering (IPO). The company is seeking to raise approximately $75 billion at a valuation of $1.75 trillion, which would mark the largest IPO in history.

SpaceX, including its X and xAI units, generated nearly $4.7 billion in revenue and incurred a loss of almost $4.3 billion in the first quarter of this year. The S-1 filing also addresses concerns about Elon Musk's control over SpaceX and potential safeguards to hold him accountable. According to the documents, Musk wields significant influence over the company's board and will maintain control through his allies, who will have substantial voting power.

The filing revealed that Musk is the only person who can fire himself, and he will be able to maintain control of the company's board.