SpaceX Secures $1.25bn/Month Compute Capacity Deal with Anthropic for COLOSSUS

SpaceX disclosed in its S‑1 filing that it has entered into compute‑capacity agreements with Anthropic PBC to support its proprietary AI applications and provide capacity to third‑party customers. The agreements grant Anthropic access to compute resources across COLOSSUS and COLOSSUS II, with a monthly payment of $1.25 billion through May 2029. Capacity ramping is scheduled for May and June 2026 at a reduced fee, giving Anthropic early access to the infrastructure. The contracts can be terminated by either party with a 90‑day notice, providing flexibility for both sides. The deal underscores SpaceX’s strategy to monetize its AI compute assets while fostering external AI development. It also signals a significant partnership with a leading public‑benefit AI research organization. The announcement is relevant to stakeholders interested in AI infrastructure economics.