$84.5 Billion Data Center Agreement Between Anthropic and SpaceX

Anthropic signed a giant $84.5 billion deal for SpaceX's data center capacity. Here is Elon Musk's big plan in artificial intelligence infrastructure.

While preparing for the public offering process, artificial intelligence giant Anthropic signed a huge data center capacity usage agreement with SpaceX. According to documents shared by Reuters, it was revealed that the amount Anthropic will pay for the artificial intelligence infrastructure offered by SpaceX has reached 84.5 billion dollars. This figure is twice the $42.5 billion estimate SpaceX previously announced in its IPO filings.

This giant partnership, which runs parallel to Elon Musk's strategy of commissioning more than one million GPUs in Colossus 1 and Colossus 2 data centers, has created a great impact in the technology world.

Details of the Agreement Change Financial Statements

The Form S-1 public offering file submitted by SpaceX reveals critical details about the use of Colossus data centers. Anthropic agreed to pay $1.25 billion monthly until 2029, starting in May 2026.

This capacity allows the company to convert unused computing power into cash. Reuters' report proves that the $42.5 billion figure previously stated by SpaceX actually has a much higher potential.

Elon Musk Is Rapidly Investing in Artificial Intelligence Infrastructure

Elon Musk is moving at great speed to get ahead in the artificial intelligence competition. The Colossus 2 project focuses specifically on NVIDIA's latest Blackwell GPU chips.

SpaceX aims to generate annual revenue between 300 billion and 500 billion dollars from this infrastructure when it reaches 10 Gigawatt capacity. Anthropic, on the other hand, allocates a budget of at least 518 billion dollars to SpaceX, in addition to giants such as Microsoft, Amazon and Google, in order to strengthen its artificial intelligence infrastructure in the next decade.

The Right of Cancellation Brings Risks and Opportunities

One of the most striking clauses of the agreement is Anthropic's three-month cancellation right. Although this article has a huge financial volume, it provides strategic flexibility to the parties. However, industry experts state that such a commitment will play a decisive role in SpaceX's future cash flow and scalability goals.

Markets are closely monitoring the performance impact of this massive GPU capacity investment on Anthropic's AI models.