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Anthropic is paying SpaceX $15 billion per year
(www.axios.com)
I'm stealing this.
...why is SpaceX dealing in retail compute? I'm so confused. Why do they have so much infrastructure? Why are they renting it?
Didn't Elon merge xAI into SpaceX?
and he got SpaceX to buy his unsold Cybertrucks.
This is precisely why. xAI spent a huge amount on compute hardware, then got absorbed into SpaceX.
SpaceX doesnt have need for that much compute, and there's certainly not enough Grok demand for it. Meanwhile Anthropic is desperately looking around for anyone to buy compute from.
Apparently they are about to IPO as well. And apparently Xitter is now part of the same company. They should just call it XXX (SpaceX, xAI and Xitter).
https://www.cnbc.com/2026/05/20/spacex-ipo-live-updates.html
Xxx.com
Im sorry, it looks like youre trying to reach an adult website, please verify youre over 18.
I heard about that but didn't realize it happened. Or that they took on the name of SpaceX. Super confusing.
It’s all a scam. The reason why is to make money by gaming the system. The AI bubble has no depth.
xAI built a datacenter, then built a second even better one. They're renting out the original one because xAI doesn't need both.
edit: or they can't afford to keep both i guess is the other possibility, so they kept the better one and rented the lesser one.
In addition to what @tleb@lemmy.ca said: AI data centers are not being built as rapidly as their marketing would lead you to believe. This is basically a last-ditch effort for Anthropic to say they are "bringing more compute online" without anyone building anything new.
I'm beginning to think it's important for them that the compute power not actually come online, because no one with deep knowledge of LLMs really expects the new compute to make the AI any less stupid.
Aa long as the compute is still being built, they can keep making huge vague promises of what is coming soon.
Offhand guess, aerodynamic simulations and stuff take a lot of processing power, which were probably bought much more cheaply pre-AI
They need >$15B worth of compute for aero simulation!?
Ten years ago it was probably 1.5B.
(only partly /s)
So, by subscribing to Claude, I actually put money in mr Nazi's pockets? (yes, musky)
Anthropic is paying SpaceX $15 billion per year
Anthropic is paying SpaceX $1.25 billion per month through May 2029 as part of the massive compute deal the companies signed earlier this month.
Why it matters: It's a massive bill but comes as Anthropic's revenue is taking off and the company is hampered by a lack of compute power.
- It also is a significant boost to SpaceX, whose annual revenue is only around $18 billion per year.
Driving the news: Anthropic and SpaceX announced their deal last month, but did not initially provide financial details.
- SpaceX announced the monthly payments as part of its filing for an initial public offering, released Wednesday. It said the payments would be reduced for May and June as the deal ramps up.
- Anthropic also announced moments before the filing became public that it was expanding beyond SpaceX's Colossus 1 facility to Colossus 2 as well.
- "We're expanding our partnership with SpaceX, and will be scaling up on (Nvidia) GB200 capacity in Colossus 2 throughout June," Anthropic co-founder and chief compute officer Tom Brown said on X.
SpaceX isn't done leasing out computing either.
- "We expect to enter into additional similar services contracts," it said in the filing. "We have sufficient capacity to provide compute for our own AI models, including support of our training and inference demands, and to satisfy the obligations under these agreements. "
Yes, but: Either Anthropic or SpaceX can exit the deal with 90 days' notice, per the filing
paywall
Just enter any random email to subscribe, you don't need to verify it, the article unlocks immediately
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Really?! I can see all of it just fine, but I'm not sure if that's my browser.*
A copy is on https://archive.is/qDbjB. Definitely not worth the price of a subscription.
* Edit: it is my browser
this post was submitted on 21 May 2026
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