Anthropic rents SpaceX's Colossus compute (up to $120.5B through 2029)
Anthropic took all of the compute at SpaceX's Colossus 1 data center in Memphis, more than 300 MW and over 220,000 NVIDIA GPUs, and later added Colossus II capacity. Anthropic's S-1 puts the SpaceXAI agreements at up to $120.5 billion through 2029, about $3.1 billion a month once fully delivered in December 2026.
- Capacity
- 0.3GW1
- Term
- n/d
- Accelerators
- 325,000
Sources disagree
Up to $120.5 billion across several agreements signed and amended May–Oct 2026, about $3.1 billion a month at full delivery (Anthropic S-1/A). SpaceX's June 2026 prospectus gave the May agreements as $1.25 billion a month through May 2029 for capacity across Colossus and Colossus II (~325,000 NVIDIA GPUs), about $45 billion in total per Bloomberg. Initial non-cancelable periods end Jan and Mar 2027, then 90 days' notice. Bloomberg reported Anthropic is SpaceX's 'Customer B' (34.5% of Q3 2026 revenue).
The record
Verified 9 Nov 2026- Announced
- Buyer
- Anthropic
- Seller / provider
- SpaceX (SpaceXAI, formerly xAI)
- ValueHeadline dollar value exactly as stated in the cited source.
- 120,500,000,000 USD
- Capacity
- 0.3 GW
- Accelerators
- 325,000
- Chips
- NVIDIA (H100, GB200 and later)
- Term
- Not disclosed
- StatusAdds to an existing relationship
- expanded
- Other parties
- None named
- Deal type
- cloud-capacity, sec-filing
Sources
5- Higher limits and new compute with SpaceX (Anthropic) read 2026-11-09
- SpaceX final IPO prospectus, Form 424B4 (SEC, 12 Jun 2026) read 2026-11-09
- Anthropic to Pay SpaceX Nearly $45 Billion for Computing Deal (Bloomberg Law) read 2026-11-09
- Anthropic, PBC Form S-1/A, Amendment No. 1 (SEC, 2 Nov 2026) read 2026-11-09
- Anthropic accounts for over a third of SpaceX revenue in Q3, Bloomberg reports (Investing.com) read 2026-11-09
Cite this deal
AI Compute Deals, “Anthropic rents SpaceX's Colossus compute (up to $120.5B through 2029)”, https://aicomputedeals.com/anthropic-spacex-colossus-2026-05/ (verified 2026-11-09).
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