SpaceX secures upsized compute renewal with Anthropic, monthly rate above prior $1.25B

SpaceX has entered into an upsized compute renewal with Anthropic, a customer previously associated with monthly deals valued at approximately $1.3 billion. Initial market modeling had anticipated a renewal in Q1 2027 at a lower rate of $1.25 billion per month. SpaceX did not confirm the customer's identity, referred to in reports as 'Customer B'.

Detected & updated continuously · Source: Nebula