Anthropic to Pay SpaceX $15 Billion Annually for Colossus Data Center Access

Executive Briefing

• Reveals SpaceX IPO filing shows Anthropic committed to $1.25 billion per month through May 2029
• Represents deal that could nearly double SpaceX's entire 2025 revenue of $18.7 billion
• Includes 90-day termination clause, reflecting AI industry's fast-changing compute landscape
• Shows SpaceX spent $12.7 billion on AI capital expenditures in 2025, dwarfing its space division
• Signals Anthropic's urgent compute hunger as national data center expansion faces local opposition