Elon Web Services — Anthropic Pays SpaceX $1.25B/Month to Rent Colossus
Insight
The S-1 reveals Anthropic is paying SpaceX $1.25B per month — $15B per year, $45B over three years — to lease Colossus 1 and parts of Colossus 2. That single contract effectively doubles xAI's revenue and reframes SpaceX as a hyperscaler-class compute landlord, not just an AI training shop. It also means a frontier lab is willing to outsource its largest cost center to a competitor because that competitor builds gigawatt sites faster than anyone else.
Source Context
"Anthropic is paying SpaceX, wait for it, 1.25 billion a month to rent out Colossus 1 and parts of Colossus 2. It's a $45 billion deal over 3 years, 15 billion a year. In other words, they added a Starlink in terms of revenue to the party." — 46:34(https://www.youtube.com/watch?v=HGbA6ze0_3M&t=2794s)
"Important note, it can be canceled by either party with 90 days notice." — 49:09(https://www.youtube.com/watch?v=HGbA6ze0_3M&t=2949s)