Anthropic signs compute deal with SpaceX worth up to $84.5B, cancellable on 90 days' notice

Anthropic signed a compute deal with SpaceX worth up to $84.5 billion, renting Nvidia GPU capacity in SpaceX data centers. The documents show the deal was signed in May 2026 and covers the Colossus 1 and Colossus 2 data centers. Anthropic pays $1.25 billion a month through May 2029, with discounted rates during the May-June 2026 ramp-up.

Why it matters: The deal's cap, monthly payment and termination terms are all disclosed, showing the scale and flexibility of Anthropic's compute buying.