Anthropic Reveals It Will Pay SpaceX Up to $120.5B for AI Compute (teslanorth.com)

Anthropic announced it will potentially pay SpaceX up to $120.5 billion for access to AI computing resources, primarily powered by NVIDIA GPUs, through a formal agreement extending to 2029. This significant investment was highlighted in Anthropic's Form S-1 registration statement as part of its preparations for an IPO. The contract stipulates that starting in December 2026, Anthropic will make monthly payments of approximately $3.1 billion, totalling about $37 billion annually, though the complete amount isn't guaranteed as both parties can opt to cancel under certain conditions. This landmark deal underscores the growing intersection of AI and aerospace innovation, especially as Anthropic's Claude models compete with SpaceX’s own AI initiative, Grok. By renting computing power to a direct competitor, SpaceX not only diversifies its revenue stream but also accelerates its GPU infrastructure growth, further reflecting the rapid expansion of its business, which saw a remarkable 161% revenue increase in the recent quarter. The partnership with Anthropic positions SpaceX strategically within the AI ecosystem while they continue to develop their own capabilities.