Overview
- SpaceX’s SEC filing and reporting show Anthropic has a 300 MW purchase from xAI that will cost about $1.25 billion per month through May 2029 and includes a 90‑day termination clause.
- Elon Musk said SpaceX is already providing large‑scale AI compute services to Anthropic and is negotiating similar contracts with other firms to monetize unused capacity.
- The Financial Times, citing unnamed insiders, reported that Anthropic may post its first profitable quarter in Q2 2026 with roughly $10.9 billion in revenue and about $559 million in operating profit, a claim that remains provisional.
- Andrej Karpathy announced he is joining Anthropic’s pretraining team to lead a new group that will use Claude to speed pretraining research and automate parts of model development.
- Analysts and filings show Anthropic is diversifying compute across SpaceX/xAI, Google, and Amazon but faces very large multi‑year spending commitments that could boost growth but also strain margins over time.