An analysis of SpaceX's S-1 filing reveals that Anthropic is paying SpaceX $1.25 billion per month, along with other previously undisclosed financial details about the company's contracts and revenue streams.
SpaceX's S-1 filing reveals Cloud Services Agreements with Anthropic, under which Anthropic will pay $1.25 billion per month through May 2029 for compute capacity across SpaceX's COLOSSUS and COLOSSUS II clusters, which also support SpaceX's own AI applications like Grok 5.
The post claims that SpaceX's upcoming IPO will be an exceptionally lucrative event for the technology sector.