Claude AI developer Anthropic has agreed to pay Elon Musk's SpaceX $1.25 billion per month under a contract that runs through May 2029. The deal implies a total commitment of roughly $50 billion over the life of the agreement — a striking figure for a company that last raised at a $61.5 billion valuation.
The arrangement likely covers compute and launch infrastructure, though the specific scope has not been disclosed. What it signals clearly is that even the most well-capitalised AI labs are locking in large-scale infrastructure partnerships years in advance as demand for compute continues to outpace available supply.
For SpaceX, the contract adds a substantial recurring revenue line outside its core launch and Starlink businesses — and deepens the commercial ties between the AI and aerospace sectors.
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