Anthropic pays SpaceX $1.25bn/month for compute through May 2029, disclosed via SpaceX S-1
Anthropic pays SpaceX $1.25 billion per month for compute through May 2029, totaling around $45 billion, a deal that was never publicly announced but came to light through SpaceX's S-1 filing. The disclosure also notes OpenAI's 43% gross margin counts inference only, with training costs sitting in $19.18 billion of R&D.
Detected & updated continuously · Source: Nebula
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@stockdatamarket
Anthropic pays SpaceX $1.25bn a month for compute through May 2029. Around $45bn in total until 2029. It never announced this. We know because SpaceX had to file an S-1. OpenAI's 43% gross margin counts inference only. Training sits in $19.18bn of R&D, more than its entire 2025 https://t.co/Cf14bhWMAB
@Sam_Badawi
If people really think this gets to $2T this year, then money talks. Another 10% move in $SPCX would basically put them head-to-head, but I want to be clear: I have zero interest in buying an OpenAI or Anthropic IPO at those kinds of valuations. There are plenty of other ways to https://t.co/HKTZXD5rFf