Anthropic Pays $15 Billion Annually

Anthropic has agreed to pay $1.25 billion per month through May 2029 for access to SpaceX's AI training centers at Colossus I and Colossus II. This amounts to $15 billion annually. The agreement includes a clause allowing either company to terminate the deal within 90 days.

Partnership Details

The partnership provides Anthropic with access to SpaceX's Colossus data centers in Memphis, TN. Anthropic's fees will be reduced during the capacity ramp-up this month and next. The exit clause was likely necessary due to the fast-moving nature of the AI industry.

SpaceX's AI Investments

SpaceX has been spending enormous amounts of money on AI since the company merged with Elon Musk's xAI earlier this year. According to the filing, the rocket company spent $12.7 billion in capital expenditures on AI in 2025, or about 61 percent of the total spend. It spent $7.7 billion in the first quarter of 2026, compared to just $1 billion on its space division.

Financial Performance

SpaceX's AI division lost $6.3 billion in operations on $3.2 billion in revenue in 2025, and lost $2.5 billion on $818 million in revenue in the first quarter of 2026. Meanwhile, Anthropic is expected to reach at least $10.9 billion in sales revenue, more than double its $4.8 billion in revenue for the just-ended March quarter.

Key points

• Anthropic is paying $1.25 billion per month for access to SpaceX's AI training centers.
• The deal amounts to $15 billion annually.
• The agreement includes a clause allowing either company to terminate the deal within 90 days.
• SpaceX spent $12.7 billion in capital expenditures on AI in 2025.
• Anthropic is expected to reach at least $10.9 billion in sales revenue.
• SpaceX's AI division lost $6.3 billion in operations on $3.2 billion in revenue in 2025.