Anthropic signs up to $84.5B compute deal with SpaceX
What happened
In May 2026, Anthropic signed a compute deal with SpaceX to lease Nvidia GPU capacity in SpaceX data centers, covering the Colossus 1 and Colossus 2 sites. The documents put the contract's ceiling at up to $84.5 billion, with Anthropic paying $1.25 billion a month through May 2029; discounted rates apply during the May-June 2026 ramp-up. Anthropic can exit with 90 days' notice. AI HOT industry reporting disclosed the deal on September 30, 2026.
Written by AI from the coverage · updated 55 minutes ago
Coverage
Follow the reports to see the story from different sides.
- AI HOT · IndustryPickAnthropic 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.
Heat over time
Not enough continuous observations to draw a trend yet.