SPCX S-1 filing reveals Anthropic's Colossus 1 deal implies $10.9B annualized revenue from 220,000 GPUs and 300MW, the highest AI data center monetization density globally.

The long-awaited documents SpaceX filed with US regulators Wednesday included details about a lucrative deal to lend GPUs to a major AI rival.

SpaceX and Anthropic have a major compute power deal valued at $1.25 billion a month, utilizing SpaceX's Colossus data centers for AI growth.