In February 2026, Elon Musk posted on X that Anthropic's models were "misanthropic and evil" and that the company hated Western civilization. About ninety days later, he handed them his supercomputer. Now it's in an SEC filing.
SpaceX filed its S-1 prospectus on May 20, confirming that Anthropic is paying $1.25 billion every month for AI compute access through May 2029. That works out to $41 million per day, $15 billion per year, and up to $45 billion over the full contract term. The filing targets the largest IPO in Wall Street history, with a planned Nasdaq listing under ticker SPCX as early as June 12.
Damilare Odedina
The Deal Musk Can't Explain With a Straight Face
SpaceX signed Cloud Services Agreements with Anthropic on May 6, giving the Claude maker full access to Colossus 1 and Colossus 2, the Memphis supercomputer campus housing 220,000 Nvidia GPUs and more than 300 megawatts of power.
Either party can walk away with 90 days notice, and the S-1 confirms SpaceX is already in talks with other AI companies for similar arrangements. "We expect to enter into additional similar services contracts," the filing states.
Yesterday on X, Musk explained the arrangement in his own words. "As the recently expanded partnership with Anthropic demonstrates, SpaceX is offering AI compute as a service at significant scale," he wrote.
This comes as Musk already made a move earlier this month with his statement on calling the company evil by replying to the partnership post from Tom Brown, Anthropic Cofounder, that he is okay with it and “nobody had set off his evil detector.”
Musk's Pay Requires a Million People on Mars
The S-1 also discloses that in January 2026, the SpaceX board granted Musk one billion performance-based Class B shares split into 15 equal tranches. They vest only if SpaceX hits market cap milestones up to $7.5 trillion and establishes a permanent human colony on Mars with at least one million inhabitants. A separate award of 302 million shares is tied to building orbital data centers delivering 100 terawatts of annual compute.
Goldman Sachs, Morgan Stanley, Bank of America, Citigroup, and JPMorgan are leading an offering targeting up to $75 billion raised, more than double Saudi Aramco's $29 billion record from 2019.
Anthropic is currently in talks to raise $50 billion at a $900 billion valuation, which would make it worth more than OpenAI for the first time. SpaceX is heading into its June roadshow carrying a 277-page filing, a $41.3 billion accumulated deficit, and now a verified paying customer for an AI infrastructure business it built to train its own models.
Wednesday's filing confirmed both how much Anthropic is spending, and exactly why SpaceX was willing to take the call.
Louis Eriakha
