Anthropic Reportedly Paying SpaceX $15 Billion Per Year to Keep Claude Alive & Running

Anthropic may have just revealed how insanely expensive the AI race is becoming behind closed doors. The latest SpaceX SEC filing, which includes the massive compute agreement with Anthropic, has also revealed how much Anthropic is paying to access Elon Musk’s data centers (via The Verge). And the numbers are huge.

Anthropic’s massive Claude expansion is linked to SpaceX’s Colossus infrastructure

Per the document, Anthropic is paying $1.25 billion every single month through 2029 just to keep Claude scaling. Yes, monthly. That means the AI company is paying close to $15 billion per year, giving us a closer look at what frontier AI infrastructure actually costs in 2026. More importantly, it shows the AI war is no longer just about models anymore. It’s about who can lock down enough GPUs, power, and data center capacity before everyone else does.

According to the filing, Anthropic reportedly secured 300 megawatts of compute capacity linked directly to xAI’s Colossus facility near Memphis. The deal also includes access to more than 220,000 NVIDIA GPUs. Rather than relying purely on normal cloud scaling, Anthropic appears to be reserving dedicated infrastructure for Claude’s next growth phase.

That matters because products like Claude Code, enterprise APIs, and large reasoning models are chewing through compute faster than most companies can build new supply. And we are already starting to see the effects. Anthropic recently increased Claude Code usage ceilings, while enterprise users have reportedly been getting more consistent access as additional capacity comes online.

The filing also hints that the agreement is flexible despite its size. Either company can reportedly walk away with 90 days’ notice, while early discounted pricing suggests parts of the infrastructure are still ramping up.