Anthropic is paying $15 billion a year for access to Elon Musk’s data centers

SpaceX said in its S-1 filing that Anthropic agreed to pay $1.25 billion per month through May 2029 for access to Colossus I and II AI training centers in Memphis, totaling $15 billion annually.

Why it matters: HKR-H/K/R all pass: the Anthropic–Musk pairing is a strong hook, and the S-1 gives $1.25B/month through May 2029. Compute cost and data-center dependence make this a same-day must-write story.