AI & Tech
Anthropic Pays SpaceX $15 Billion Annually for Colossus Compute Cluster Access
All-In Podcast
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
"Anthropic is paying SpaceX $1.25 billion a month to rent out Colossus 1 and parts of Colossus 2. It's a $45 billion deal over 3 years, $15 billion a year."
According to the SpaceX S-1 filing, Anthropic has committed to a $45 billion three-year deal with SpaceX to rent compute infrastructure at Colossus data centers, adding massive recurring revenue to SpaceX's AI business. This represents SpaceX adding the equivalent of a Starlink-sized business unit overnight through compute rental alone, positioning them as a dominant player in AI infrastructure services.
From this episode
All-In Podcast