SpaceX signs AI computing deals with Anthropic, Google ahead of IPO

SpaceX has signed major artificial intelligence computing agreements with Anthropic and Google worth a potential $70 billion combined, establishing the aerospace firm as a significant supplier of AI infrastructure as it prepares for a highly anticipated initial public offering, according to financial services platform Futubull.

Revenue expansion

The deals carry an estimated annual value of roughly $26 billion together and represent a notable move beyond SpaceX's traditional focus on rockets, satellites, and Starlink services. The company is increasingly seeking to monetize its large-scale computing capabilities, turning AI infrastructure into a major potential income source as it eyes a stock market debut that could raise up to $75 billion.

Agreement details

Google will pay approximately $920 million monthly from October 2026 to June 2029 for access to 110,000 Nvidia GPUs and related infrastructure to support its Gemini Enterprise products. Anthropic has secured access to SpaceX's Colossus 1 data center—containing over 220,000 Nvidia chips and 300 megawatts of capacity—under a contract valued at about $1.25 billion per month, though Elon Musk has characterized the lease as short-term with a 90-day termination clause.

Market positioning

Musk stated that SpaceX wanted to retain flexibility to reclaim computing capacity for internal needs, leaving the long-term status of the Anthropic deal uncertain despite its potential to run until May 2029. Market observers note that while the agreements could help SpaceX present itself as a serious participant in the AI infrastructure market, the presence of termination clauses and rapidly changing economics in the sector may influence how investors assess the contracts' value.