Renowned AI developer Anthropic has entered into an unprecedented agreement with Elon Musk's SpaceX for a total of approximately $45 billion. The AI ​​startup's management has agreed to pay a colossal three-year lease for unique Colossus computing clusters needed to scale its flagship Claude neural network. This aggressive expansion of its technological capabilities is intended to meet the widespread demand for advanced B2B enterprise services, which the young IT company is actively developing and implementing.

While the strategic partnership was announced in the first half of May, the detailed financial terms of the deal only became publicly known after the publication of SpaceX's official IPO prospectus on May 20th. According to the published documents, the creators of the popular chatbot Claude have agreed to pay Musk's company a fixed monthly payment of $1.25 billion until the end of spring 2029. Over the next two months, the capacity provided will increase in stages, resulting in a proportionally reduced fee for the initial period. Bloomberg analysts emphasize that this contract guarantees SpaceX a stable influx of astronomical capital and establishes the company as a major player in the deep learning infrastructure market.

According to the disclosed technical data, Anthropic initially reserved over 300 megawatts of power for its needs in a specialized SpaceX data center, home to the cutting-edge Colossus 1 supercomputer. The partnership subsequently expanded, and the startup gained full access to the even more powerful second-generation computing system, Colossus 2, as officially announced by Anthropic's Director of Infrastructure, Tom Brown. For the AI ​​developer, this deal is a critical way to address the acute global shortage of chips and servers, which are essential for supporting the growing ecosystem of programming and business automation. For SpaceX, this represents a systematic attempt to transform its AI business into a powerful, independent source of commercial revenue following the consolidation of assets with the xAI project. The company has already announced its intention to replicate this capacity leasing model with other major clients.

The conclusion of this multi-billion dollar contract is crucial for the financial recovery of SpaceX's technology division, which until recently remained deeply in deficit. Documents published prior to the initial public offering (IPO) recorded a net loss of over $6 billion for Musk's AI division last year and an additional $2.5 billion in the first quarter of this year. With the Starlink satellite network still the main economic pillar of the world's most valuable defense and space company, the influx of funds from Anthropic should radically change the business's profitability. Notably, the buyer of the capacity itself is demonstrating the opposite financial trend: thanks to the explosive growth in popularity of commercial products based on Claude, Anthropic has every chance of posting its first net operating profit in the current reporting quarter.