SpaceX discloses in S-1 filing a $1.25 billion monthly cloud services agreement with Anthropic for COLOSSUS and COLOSSUS II capacity through May 2029
Deal values at roughly $15 billion per year with 90-day termination rights.
As the recently expanded partnership with @AnthropicAI demonstrates, @SpaceX is offering AI compute as a service at significant scale.
We are in discussions with other companies to do the same.
Over time, especially with orbital data centers, we expect to serve AI at extremely high scale.
@scaling01 I wanted to post this stuff, lol, it's all in the prospectus, every time I tried to read it something else happened. Big plans for the data satellites!
Lisan al Gaib@scaling01From the SpaceX IPO filing: Anthropic is paying SpaceX $1.25B a month untill May 2029 for the COLOSSUS 1/2 compute
#517Andrew Curran@ANDREWCURRAN_@zephyr_z9
Andrew Curran@AndrewCurran_Elon is in discussions with other companies besides Anthropic to sell compute as a service.
#517Andrew Curran@ANDREWCURRAN_Elon is in discussions with other companies besides Anthropic to sell compute as a service.
Elon Musk@elonmuskAs the recently expanded partnership with @AnthropicAI demonstrates, @SpaceX is offering AI compute as a service at significant scale. We are in discussions with other companies to do the same. Over time, especially with orbital data centers, we expect to serve AI at extremely high scale.
Andrew Curran@AndrewCurran_Elon is in discussions with other companies besides Anthropic to sell compute as a service.
#716elie@ELIEBAKOUCHsome interesting numbers from the SpaceX IPO filing:
musk stock conditions: > 302.1M performance-based Class B shares > vesting requires both market cap milestones ($1.065T to $6.565T) and SpaceX completing non-Earth data centers capable of 100 terawatts of compute per year
anthropic compute deal: > $1.25B/month through May 2029 for capacity across Colossus + Colossus II, with reduced fees during May/June 2026 ramp. either party can terminate on 90 days notice.
colossus: > Colossus 1: ~100k H100s, ~130 MW, online in 122 days > Colossus II first cluster: ~110k GB200s, ~210 MW, online in 91 days > Colossus II second cluster: ~110k GB300s, ~220 MW, online in 64 days > next expansion: at least 220k additional GB300s, 400+ MW
AI capex: > 2023: $463M > 2024: $5.6B > 2025: $12.7B > Q1 2026: $7.7B
AI revenue/loss: > 2025 revenue: $3.2B, operating loss: $6.4B > Q1 2026 revenue: $818M, operating loss: $2.5B
compute lease: > SpaceX/xAI renting a lot of compute hardware from Valor, run by SpaceX board member Antonio Gracias. total payments over time: ~$20.2B
infra: > April 2026 turbine deal: ~$2.0B for mobile gas turbines to power data centers > additional turbine commitments: $925M through 2029 > servers + networking on balance sheet: $23.85B > data center infrastructure: $2.965B > construction-in-progress: $14.045B > Terafab target with Tesla/Intel: one terawatt of compute hardware per year
Sawyer Merritt@SawyerMerrittSpaceX's IPO prospectus (S-1 filing) is now officially public! You can read the full document here: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm
#716elie@ELIEBAKOUCH> SpaceX completing non-Earth data centers capable of 100 terawatts of compute per year
that's totally insane btw
elie@eliebakouchsome interesting numbers from the SpaceX IPO filing: musk stock conditions: > 302.1M performance-based Class B shares > vesting requires both market cap milestones ($1.065T to $6.565T) and SpaceX completing non-Earth data centers capable of 100 terawatts of compute per year anthropic compute deal: > $1.25B/month through May 2029 for capacity across Colossus + Colossus II, with reduced fees during May/June 2026 ramp. either party can terminate on 90 days notice. colossus: > Colossus 1: ~100k H100s, ~130 MW, online in 122 days > Colossus II first cluster: ~110k GB200s, ~210 MW, online in 91 days > Colossus II second cluster: ~110k GB300s, ~220 MW, online in 64 days > next expansion: at least 220k additional GB300s, 400+ MW AI capex: > 2023: $463M > 2024: $5.6B > 2025: $12.7B > Q1 2026: $7.7B AI revenue/loss: > 2025 revenue: $3.2B, operating loss: $6.4B > Q1 2026 revenue: $818M, operating loss: $2.5B compute lease: > SpaceX/xAI renting a lot of compute hardware from Valor, run by SpaceX board member Antonio Gracias. total payments over time: ~$20.2B infra: > April 2026 turbine deal: ~$2.0B for mobile gas turbines to power data centers > additional turbine commitments: $925M through 2029 > servers + networking on balance sheet: $23.85B > data center infrastructure: $2.965B > construction-in-progress: $14.045B > Terafab target with Tesla/Intel: one terawatt of compute hardware per year
#839Beff (e/acc)@BEFFJEZOSThe age of the Cloud is over.
The age of the compute Halo has begun.
Elon Musk@elonmuskAs the recently expanded partnership with @AnthropicAI demonstrates, @SpaceX is offering AI compute as a service at significant scale. We are in discussions with other companies to do the same. Over time, especially with orbital data centers, we expect to serve AI at extremely high scale.
From the SpaceX IPO filing:
Anthropic is paying SpaceX $1.25B a month untill May 2029 for the COLOSSUS 1/2 compute
#1327Rachel Metz@RACHELMETZThat’s like 3/4 of a Cursor
@AndrewCurran_ Yeah, $1.25B for 1.2GW Very expensive
Andrew Curran@AndrewCurran_@zephyr_z9 They are paying Elon $1.25 billion a month for the Colossus usage.
#1540Austen Allred@AUSTENSpaceX has a $15 Billion/yr compute side business