Anthropic will pay SpaceX $1.25 billion per month for xAI's excess computing power.

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Anthropic will pay SpaceX nearly $45 billion over three years for computing power, with a monthly fee as high as $1.25 billion; this amount was not voluntarily disclosed by Anthropic, but was forced to be revealed in the S-1 filing for SpaceX's Nasdaq IPO. (Context: Bloomberg: SpaceX will price on 6/15, employees have had their stock vesting schedules accelerated, the largest IPO in history with a valuation exceeding $2 trillion) (Background: Anthropic announced that Claude has resumed support for OpenClaw, curbing subscription arbitrage via "Agent SDK credits") $1.25 billion per month for three years, totaling nearly $45 billion—this is the computing power fee Anthropic committed to SpaceX to support Claude's operations. This figure was not proactively released by Anthropic, but was disclosed in the S-1 registration statement filed by SpaceX with the SEC. SpaceX recently officially applied for a Nasdaq listing under the ticker symbol SPCX, making this document the first window for the public to see the scale of this deal. In early May, Anthropic announced it had secured access to Colossus 1's computing power, but did not disclose the amount at the time. Colossus 1 is a massive data center located in Memphis, Tennessee, with a total capacity exceeding 300 MW (equivalent to the output of a medium-sized power plant). Weeks later, Anthropic co-founder and Chief Compute Officer Tom Brown confirmed on X today that the agreement has been expanded to SpaceX's second data center, with the scale continuing to increase. We’re expanding our partnership with @SpaceX, and will be scaling up on GB200 capacity in Colossus 2 throughout June. Appreciate @elonmusk and the team helping us find good homes for the Claudes. https://t.co/juSDajr1Mu — Tom Brown (@nottombrown) May 20, 2026 Anthropic's primary cloud computing partner is Amazon Web Services, with whom they have a long-term cooperation agreement. However, the growth rate of Claude's demand has clearly exceeded the upper limit that a single supply chain can absorb. In recent months, enterprise customers have heavily adopted Claude for high-compute workflows such as code generation and document analysis, driving a rapid surge in inference demand. This pressure is not unique to Anthropic. GPU shortages have recurred several times over the past year. Industry leaders like OpenAI and Anthropic prioritize securing supply, causing the schedules of small and medium-sized AI startups to be pushed to the end of the year. Against this backdrop, Anthropic's choice to purchase computing power from SpaceX is essentially building a second supply line outside of AWS, providing a backup regardless of whether AWS faces bottlenecks. Bloomberg reporter Rachel Metz pointed out in her report that SpaceX's S-1 filing clearly states the contract term runs until May 2029, with both parties having a 90-day early termination right. On the surface, the 90-day clause provides flexibility to both sides; in reality, there is almost no other supplier in the market capable of immediately absorbing over 300 MW of supply, leaving Anthropic with limited bargaining power. Comparing the computing alliance strategies of peers, the structural differences are clear: OpenAI is deeply tied to Microsoft's Azure infrastructure; Anthropic is pursuing a dual-track approach with AWS and SpaceX. SpaceX used an intriguing phrasing in its S-1 filing: this deal "allows us to monetize unused computing power in our infrastructure." A plain-English translation of this is: Grok isn't using that much computing power, so we're selling the excess to a competitor. SpaceX and xAI completed their merger in early 2026, and Colossus 1 was originally the flagship data center built by xAI to train Grok. However, Grok's usage has declined significantly in recent months, creating a risk of idle capacity for the massive computing investment. At the point of an IPO, idle computing power is a negative factor in the eyes of the capital market; renting or selling it to Anthropic instantly turns it into stable subscription revenue. TechCrunch observes that this model has a new term in the AI circle: neocloud. Traditionally, AI companies either purely build their own computing power or purely rent it out to others, rarely doing both simultaneously. The neocloud model allows AI companies to act as cloud providers when their own usage is insufficient, offsetting capital expenditures with rental income: SpaceX's S-1 filing even gave this a name: "dual monetization strategy." The problem is that the premise of this strategy is "insufficient internal usage." The idle computing power of Grok is interpreted externally as commercial flexibility, but internally, it is a signal that training intensity or user growth is not meeting expectations. SpaceX added

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