Thursday, May 21, 2026

Meanwhile, Elsewhere In the Muskonomy: "Anthropic to Pay SpaceX Nearly $45 Billion for Computing Deal"

Following on "SpaceX will launch its 1st-ever Starship V3 megarocket today. The stakes couldn't be higher", from Bloomberg, May 20:

Anthropic PBC has agreed to pay Elon Musk’s SpaceX nearly $45 billion over the next three years for computing resources as part of an expanded deal to support its Claude artificial intelligence software, according to a securities filing.

AI developer Anthropic is expected to pay Musk’s firm $1.25 billion per month through May 2029, with “capacity ramping in May and June 2026 at a reduced fee,” SpaceX disclosed Wednesday in paperwork related to its initial public offering. Either party can end the agreement with 90 days’ notice, the filing said.

Anthropic earlier this month said it inked a deal to access more than 300 megawatts of computing capacity from a large SpaceX data center in Memphis known as Colossus 1, without disclosing the terms. The startup has since expanded the partnership to include capacity at a second SpaceX data center, according to a post from Anthropic co-founder and Chief Compute Officer Tom Brown.

Anthropic declined to comment beyond pointing to Brown’s post....

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