Anthropic Discloses up to $84.5 Billion in SpaceX Compute Agreements

Anthropic has agreements to pay SpaceX up to $84.5 billion to use the rocket and AI company’s Nvidia-based computing capacity through 2029, according to a confidential initial public offering prospectus reported by Reuters on Tuesday. Those agreements can mostly be cancelled with a 90-day notice period, Reuters reported.

But the reported $84.5 billion total is far larger than what SpaceX has previously disclosed about Anthropic’s potential spending. In May, Anthropic announced that it had entered into an agreement with SpaceX to lease compute. SpaceX disclosed in its IPO paperwork that Anthropic had agreed to pay $1.25 billion per month in a deal that could run for three years, totaling nearly $45 billion. At the time, the company said the agreement could be cancelled with 90 days written notice.

Anthropic expects to spend at least $518 billion over the next ten years on its AI infrastructure buildout that includes six partners such as Google, Amazon, and Microsoft in addition to SpaceX, Reuters reported. The company is one of several AI labs that has agreed to lease compute from SpaceX, including Google and Reflection AI.