Overview
- SpaceX disclosed in its IPO prospectus that Anthropic will pay $1.25 billion per month through May 2029 for access to Colossus and Colossus II compute capacity, with reduced fees during ramp and mutual 90‑day termination rights.
- The contract gives Anthropic exclusive use of Colossus capacity described as hundreds of megawatts and more than 200,000 Nvidia GPUs, which the company has used to relieve urgent shortages for its Claude products.
- The payment terms were made public in the S‑1 filing on Wednesday, and Anthropic said it is expanding into Colossus 2 and scaling Nvidia GB200 capacity there this June.
- Anthropic told investors its June‑quarter revenue could reach about $10.9 billion, a surge that would likely produce its first quarterly operating profit and helps explain the need for large, dedicated compute deals.
- The deal highlights a broader shift: GPU supply scarcity is driving single‑customer, multibillion‑dollar contracts that bind compute, capital and counterparty risk and could reshape competition, supply chains and investor scrutiny in frontier AI.