Anthropic has agreed to pay Elon Musk’s SpaceX nearly $45 billion over next three years for computing resources as part of expanded deal. According to securities filing, the deal supports Claude artificial intelligence. Anthropic expects to pay Musk’s firm $1.25 billion per month through May 2029, with capacity ramping in May and June 2026 at reduced fee.
SpaceX disclosed financial details Wednesday in paperwork related to its initial public offering. Either party can end agreement with 90 days’ notice according to filing. Deal represents significant boost for SpaceX, whose annual revenue currently sits around $18 billion. This makes Anthropic payments nearly triple current yearly income.
Anthropic earlier this month said it inked a deal to access more than 300 megawatts of computing capacity from large SpaceX data center in Memphis known as Colossus 1. They, however, did not disclose the terms. Startup has since expanded partnership to include capacity at second SpaceX data center, according to post from Anthropic co-founder and chief compute officer Tom Brown.
In the next few days we'll be ramping up Claude inference on Colossus.
Grateful to be partnering with SpaceX here. We are going to need to move a lot of atoms in order to keep up with AI demand, and there's nobody better at quickly moving atoms (on or off planet Earth)
— Tom Brown (@nottombrown) May 6, 2026
The tie-up brings together two competitors in race to develop more advanced AI systems. For Anthropic, partnership offers access to much-needed resources supporting surge in demand as customers flock to use tools streamlining coding and other tasks. SpaceX merged with Musk’s xAI earlier this year working to bolster revenue from AI efforts including selling access to infrastructure.
Anthropic faces mounting capacity constraints due to surging demand for Claude. Company’s run-rate revenue surpassed $30 billion up from approximately $9 billion at end of 2025. Colossus 1 facility houses more than 220,000 NVIDIA GPUs.
The deal comes amid Musk’s complicated relationships in AI industry particularly following his recent legal defeat against OpenAI. Jury found Musk waited too long to sue OpenAI and co-founder Sam Altman marking latest in string of legal losses for world’s richest man.
