Anthropic contracts SpaceX compute capacity across Colossus and Colossus II, about 325,000 NVIDIA GPUs, $1.25B a month through May 2029

The parties

• Anthropiccompany pageBuyer
• SpaceXProvider

The source

SpaceX Form S-1/A, 2026-06-03Regulatory filing

Cloud services agreements between SpaceX and Anthropic PBC; the financial-statement note dates the first agreement 2026-05-03. Compute across COLOSSUS and COLOSSUS II: approximately 325,000 NVIDIA GPUs plus CPUs, storage and networking. Fee $1.25B per month through May 2029, ramping in May and June 2026 at a reduced fee. Either party may terminate on 90 days' notice. Total value not stated; GPU model not stated. Source: SpaceX Form S-1/A (Amendment No. 2), filed 2026-06-03.

The same parties, other deals

• SpaceX signs a binding commitment letter for a master finance lease of GPU pods from an Apollo-managed lessor, about $40B of principal payments$40B · 26 Oct 2026
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• Nscale agrees to provide Anthropic dedicated GPU infrastructure at its Monarch Compute Campus for up to about $44.6B$44.6B · 18 Sept 2026
• Anthropic to deploy up to 2 GW of AMD MI450-series GPUs in Helios racks; AMD commits up to $5B equity in Anthropicundisclosed · 22 Jul 2026
• Anthropic signs a 20-year lease for ~401 MW at TeraWulf's Justified Data campus in Hawesville, Kentucky, ~$19B of contracted revenue$19B · 6 Jul 2026
• Google contracts SpaceX compute capacity, about 110,000 NVIDIA GPUs, $920M a month from October 2026 through June 2029undisclosed · 5 Jun 2026