AI Compute Deals

SpaceX AI compute deals

SpaceX is party to 4 deals in the ledger, buyer in 1 and seller in 3. The 2 with a stated price add up to $160.5B in headline value. Stated capacity: 0.3 GW. Counterparties: Apollo Global Management, Undisclosed, Google, Anthropic.

Verified 9 Nov 2026. Sums count each row’s headline figure as stated, cancelled deals excluded. Open in the full ledger

  1. SpaceX (xAI) ~$40B GPU finance lease with Apollo-managed lessor

    Buys from Apollo Global Management (managed lessor entity)

    Expected total principal across all lease schedules. Each tranche runs about 5 to 5.25 years with quarterly rent; closing expected before year-end 2026, schedules from 1H 2027 as GPUs arrive.

    $40B1 signed

  2. SpaceX hosting deal worth $1.11B a month (customer undisclosed)

    Sells to Undisclosed

    About $1.11 billion per month from 1 Dec 2026 (~$13.3 billion annualized), per CFO Bret Johnsen at Goldman Sachs' Communacopia + Technology conference on 10 Sept 2026. Total value and term not disclosed; SpaceX says its compute deals generally allow exit on about 90 days' notice. Customer not confirmed: Anthropic's S-1 says it signed and amended several SpaceXAI agreements between May and October 2026 reaching about $3.1 billion a month once fully delivered in December 2026, which matches the timing, and Bloomberg reported Anthropic is SpaceX's 'Customer B'. Neither company, nor any top-tier outlet we found, has said this specific deal is Anthropic's.

    n/d signed

  3. Google rents ~110,000 NVIDIA GPUs from SpaceX at $920M a month

    Sells to Google

    $920 million per month from Oct 2026 through June 2029 (roughly $30 billion if it runs the full term). Google may exit or take a pro-rata cut if SpaceX misses the 30 Sept 2026 delivery date; after 31 Dec 2026 either party may end it on 90 days' notice.

    n/d signed

  4. Anthropic rents SpaceX's Colossus compute (up to $120.5B through 2029)

    Sells to Anthropic

    ≠ 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).

    $120.5B1 0.3 GW expanded