Anthropic and SpaceX Agree to Major Compute Capacity Deal
xAI leased all 300MW of Colossus I to Anthropic at $1.25B/month and is marketing similar compute deals to other AI companies. With $12.7B in 2025 infra spend and a $75B IPO ahead, xAI is positioning as a hyperscale compute vendor alongside traditional cloud.
"As the recently expanded partnership with Anthropic demonstrates, SpaceX is offering AI compute as a service at significant scale"