The Archive

Anthropic reported to commit $15 billion annually to SpaceX; unconfirmed deal claims require verification.

SpaceX S-1 filing reveals $1.25B/month compute deal with Anthropic through May 2029, using COLOSSUS II cluster for Grok 5 training.

SpaceX's IPO filing reveals xAI lost $6.4 billion in 2025 while planning a massive Grok expansion — offering the first public look at Elon Musk's AI financials and more details about his ambitions.

Elon Muks's xAI said it will buy $2.8 billion worth of natural gas turbines over the next three years, according to SpaceX's IPO filing.

I was reading [SpaceX's prospectus](https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm) which just dropped. Seems like it has some additional info about the Anthropic-xAI deal on p. 13. Anthropic is paying SpaceX 1.25B/mo for some unspecified amount of capacity between Colossus 1 and 2. Colossus 1 we've previously known about, Colossus 2 seems new. Well, this seems like a much bigger deal than was originally reported 2 weeks ago? 1.25B/mo is 15B/year, which is almost half of Anthropic's ARR even after it exploded in Q1 this year. Also seems lik...

SpaceX deal looks like peanuts compared to the AWS jump.

The Musk v. Altman trial came to a close this week, and the final arguments kept circling back to one question: can we trust the people in charge of AI? All of this is playing out as SpaceX charges toward what could be one of the largest IPOs in American history, with a whole generation of founders already spinning out […]

More than 50 employees have reportedly left Elon Musk’s newly merged SpaceXAI since February, raising questions about burnout, leadership changes, talent poaching, and whether liquidity events weakened retention incentives.

Google exploring SpaceX partnership for orbital data centers; infrastructure speculation with no technical AI implications disclosed.

OpenAI's CEO recalls a "particularly hair-raising" conversation with the SpaceX founder.

Google and SpaceX are in talks to build data centers in orbit, pitching space as the future home for AI compute, even as costs today remain far higher than on the ground.

Stratechery opinion: Elon Musk's dual involvement in SpaceX and xAI mirrors Anthropic's structure; argues Musk should focus xAI on B2B services.

On the latest episode of the Equity podcast, we discussed what xAI's deal with Anthropic might mean for parent company SpaceX.

Three months ago, Elon Musk wrote on X that Anthropic was “evil,” “misanthropic,” and that the AI lab hated Western civilization. On Wednesday, he leased Anthropic one of his most valuable assets: the world’s biggest supercomputer. But Anthropic-lovers shouldn’t bask too long in Musk’s newfound praise (even if he did decide that “nobody set off my evil detector” ). The deal has little to do with them as a company, analysts told Fortune, and everything to do with an upcoming prospectus. SpaceX is expected to begin its public roadshow next month, with a confidential S-1 filed April 1 targeti...

Anthropic partners with SpaceX/xAI to use full Colossus data center capacity; facility faces environmental compliance concerns over unpermitted gas turbines.

Reddit speculation about Anthropic-SpaceX compute partnership; unverified claim presented as meme commentary.

The compute is real. The implications are stranger than the headline suggests. Colossus 1 which is 220,000 Nvidia GPUs, 300+ megawatts, is now running Claude inference. Anthropic moved fast: Claude Code limits doubled overnight, peak-hour caps removed, Opus API rates up. For anyone who's been hitting walls, this is immediately tangible. But the deal deserves more scrutiny than it's getting. Musk included a clause reserving SpaceX's right to reclaim the compute if Claude "engages in actions that harm humanity." That's not standard infrastructure boilerplate. That's a kill switch written int...

Anthropic secures 300MW, $5B/year compute deal with SpaceX for Colossus I cluster; ARR growth tracking 8000% annualized.

Deal follows others with Microsoft, Amazon, and more.

Reddit post speculating on Anthropic-SpaceX partnership; lacks concrete details or sourced reporting.

SpaceX, Elon Musk's space company that also houses his AI company, xAI, is considering spending $55 billion, at least initially, to build a semiconductor factory in Texas, according to a filing with Grimes County.

Anthropic secures partnership with SpaceX for 300MW+ compute at Colossus 1, adding 220k+ NVIDIA GPUs within one month.

Partnership with spaceX, anthropic just doubled the limits, source: https://x.ai/news/anthropic-compute-partnership

Anthropic partners with SpaceX for compute capacity; removes Claude Code peak-hour limits and raises API rate limits for Opus.

Reddit speculation about Claude usage limit increases allegedly tied to SpaceX partnership; unverified claim with screenshot evidence.

Link: x.com

Anthropic partners with SpaceX for compute capacity; removes Claude Code peak-hour limits and raises API rate limits for Opus.

Anthropic raises Claude usage limits and partners with SpaceX for compute infrastructure to expand capacity.

At TechCrunch's sold-out StrictlyVC event in San Francisco on Thursday night, we covered a lot of ground in a short time, beginning with the question everyone in the industry is asking right now: in a world where rival Cursor is reportedly in talks to be acquired by SpaceX for $60 billion, is Replit also bound to sell?