Anthropic buys from SpaceX (xAI)
Disclosed in SpaceX's IPO prospectus: under cloud services agreements signed in May 2026, Anthropic pays $1.25 billion a month through May 2029 for compute capacity of about 325,000 NVIDIA GPUs across xAI's Colossus and Colossus II, with capacity ramping in May and June at a reduced fee. After an initial three months either side can cancel on 90 days' notice, and Musk described it as a 180-day base lease. In October, Reuters reported that Anthropic's own confidential IPO prospectus shows commitments of up to $84.5 billion to SpaceX through 2029.
- Buyer
- Anthropic
- Seller
- SpaceX (xAI)
- Announced
- May 2026
- Headline value
- over $40B
- Type
- Compute rental
- Monthly payment
- $1.25B
- Chips
- ~325,000
- Term
- Through May 2029 ($1.25B/month; cancellable by either party on 90 days' notice after the first three months)
- Hardware
- ~325,000 NVIDIA GPUs across the Colossus and Colossus II data centers in Memphis, with CPUs, storage and networking
What it works out to per chip-hour
Possible only because the filing gives both a monthly payment and a chip count.
An all-in figure: the contract bundles CPUs, storage, networking and facilities, so it is not a like-for-like comparison with a per-GPU on-demand rate. Compare against today's rentable rates in the live GPU pricing table.
Sources
More Anthropic deals
- Lambda · Aug 2026$35B (reported)
- Nscale · Aug 2026$45B (reported)
- Volta · Aug 2026$10B
- CoreWeave · Apr 2026Undisclosed
- Google Cloud · Apr 2026Undisclosed
- Microsoft Azure · Nov 2025$30B
- Google Cloud · Oct 2025Undisclosed
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