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simon willison · May 20, 2026

xAI secures $45bn Anthropic compute deal

spacex s-1 reveals a $1.25 billion per month deal with anthropic for access to the colossus and colossus ii supercomputers through may 2029.

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spacex disclosed a massive commercial agreement with anthropic in its s-1 filing, granting the ai safety firm access to its proprietary colossus infrastructure. the contract stipulates a fee of $1.25 billion per month starting in may 2026, creating a recurring revenue stream for spacex's ai compute division. anthropic gains priority access to the colossus ii supercluster, which is also currently training xai's grok 5 model. the agreement includes a 90-day termination clause for both parties and reduced fees during the initial ramp-up period.

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