According to SpaceX IPO papers, Anthropic is paying SpaceX $15 billion per year

According to SpaceX IPO papers reported by Axios, Anthropic is paying SpaceX $1.25 billion per month through May 2029 as part of the compute deal the companies signed earlier this month. That comes out to roughly $15 billion a year. For comparison, Axios says SpaceX’s annual revenue is around $18 billion, so this one deal would be close to the size of SpaceX’s entire yearly revenue. It’s a huge number for Anthropic, but it also shows where the AI race is at now. Revenue growth is one thing, but access to compute is still one of the biggest constraints. The companies that can lock down chips, power and data centre capacity are the ones that can keep pushing newer models. It’s also a major boost for SpaceX. The company is mostly known for rockets, Starlink and launch contracts, but a deal like this makes AI infrastructure a serious part of the business story as well. The scale of these compute deals is getting ridiculous. Anthropic is not just paying for servers here. It is paying to stay competitive. For SpaceX, it is potentially adding a revenue stream that could sit alongside some of its biggest existing businesses. Source: https://www.axios.com/2026/05/20/anthropic-spacex-compute