Framing Analysis
Anthropic has agreed to pay SpaceX approximately $1.25 billion per month for access to computing infrastructure, with the arrangement extending through May 2029 according to reports from Axios and Bloomberg. The deal includes scaling at the Colossus 2 facility and allows either party to exit with 90 days' notice. SpaceX's recent IPO filing and reported annual revenue of around $18 billion provide context for the transaction size.