SpaceX IPO filing reveals Anthropic pays $15 billion annually for access to its data centers

Anthropy agreed To pay SpaceX $1.25 billion per month until May 2029 to reach… Cloud computing Infrastructure, a long-awaited US regulatory filing was unveiled on Wednesday. In other words, Anthropic will send the rival AI lab nearly $15 billion annually, an extraordinary sum that demonstrates how access to computing has become one of the defining bottlenecks in the race to develop advanced AI.

Anthropy and SpaceX It announced the deal earlier this month It gives Claude’s developer access to the GPUs at Colossus and Colossus II, a pair of data centers straddling Tennessee and Mississippi with more than a gigawatt of computing power. SpaceX He hastened to build Facilities for its xAI unit, which is developing chatbot Grok AI, but Musk said his company doesn’t need all of its computing power after all. Terms of the deal were not previously disclosed.

SpaceX said in its S-1 regulatory filing that Anthropic is paying an unspecified reduced fee for May and June before the $1.25 billion per month rate takes effect.

This staggering number is a sign of how hungry Anthropic is for the computing resources needed to power products like its increasingly popular AI coding tools. The company’s revenues for the second quarter of 2026 are It is expected to exceed $10 billionaccording to the Wall Street Journal.

An Anthropologie spokesperson confirmed these numbers to WIRED. SpaceX did not immediately respond to WIRED’s request for comment.

SpaceX says it expects to “enter into additional similar service contracts” for its computing infrastructure and will continue to use its data centers for itself. “We have sufficient capacity to provide compute for our AI models, including supporting our training and inference requirements, and to fulfill obligations under these agreements,” the filing said. “We believe our dual monetization strategy provides multiple paths to generating returns on invested capital.”

The filing details SpaceX’s business opportunities and risks ahead of its IPO. SpaceX is seeking the largest initial public offering in history, hoping to raise about $75 billion at a $1.75 trillion valuation. The company confidentially filed its preliminary papers with the SEC on April 1, allowing time to make adjustments based on the regulator’s comments. The filing released Wednesday is the revised version, though additional changes could come before its debut on the Nasdaq under the ticker SPCX, which could come as soon as June 12.

SpaceX, including X and xAI, generated nearly $4.7 billion in revenue and lost nearly $4.3 billion in the first quarter of this year, according to the filing. Last year, SpaceX generated $18.7 billion in revenue, but lost $4.9 billion after spending heavily to develop artificial intelligence technologies and a larger rocket, according to the filing.

The S-1 is intended to help potential investors better understand the company and the challenges it faces. One widespread concern is how much power Musk has over SpaceX and whether there are enough safeguards to keep the co-founder and CEO in check.

Excerpts from the IPO Viewed by Reuters Before it was published, it showed that the only person who could fire Musk was the billionaire himself. The documents also revealed that he would be able to Maintain control From the company’s board of directors. In addition, he and his allies will be larger Voting powerallowing them to fend off attempts by activist shareholders to obstruct the company’s endeavors. SpaceX also plans to enforce provisions of Texas law to stave off hostile takeovers and the removal of executives or board members.