Quoting SpaceX S-1
SpaceX has entered into Cloud Services Agreements with Anthropic PBC to provide compute resources for AI applications. The agreements involve a payment of $1.25 billion per month until May 2029, with a ramp-up period at a reduced fee. Both parties have the option to terminate the agreements with 90 days' notice.
- ▪SpaceX is training its proprietary AI applications using compute resources.
- ▪The agreement with Anthropic PBC is valued at $1.25 billion per month.
- ▪The capacity will ramp up in May and June 2026 at a reduced fee.
Opening excerpt (first ~120 words) tap to expand
We have the ability to use compute resources to support our proprietary AI applications (such as Grok 5, which is currently being trained at COLOSSUS II), while also providing access to select compute capacity to third-party customers. For example, in May 2026, we entered into Cloud Services Agreements with Anthropic PBC (“Anthropic”), an AI research and development public benefit corporation, with respect to access to compute capacity across COLOSSUS and COLOSSUS II. Pursuant to these agreements, the customer has agreed to pay us $1.25 billion per month through May 2029, with capacity ramping in May and June 2026 at a reduced fee. The agreements may be terminated by either party upon 90 days’ notice.
Excerpt limited to ~120 words for fair-use compliance. The full article is at Simon Willison.
Discussion
0 commentsMore from Simon Willison
