Anthropic-SpaceX Compute Deal Will Not Extend Beyond Q2 2027

Anthropic’s computing contracts with SpaceX are not expected to extend beyond the second quarter of 2027, while monthly rent is set to reach $3.1 billion after a December expansion.

Anthropic began paying $1.25 billion a month for computing capacity in May. The monthly rent is expected to increase after the December expansion.

SpaceX CEO Elon Musk said on X that SpaceX would be glad to take back all the capacity. He added that the reality might be the opposite, without specifying what that would mean.

Anthropic accounted for nearly one-third of SpaceX’s third-quarter revenue. SpaceX projected $120.5 billion in cumulative revenue from Anthropic by fiscal 2029. That figure is projected revenue for SpaceX, not an Anthropic spending commitment.