simonwillison.net·May 20, 2026
SpaceX has entered into Cloud Services Agreements with Anthropic PBC, allowing access to compute capacity across their COLOSSUS systems for $1.25 billion per month until May 2029, with the option for either party to terminate the agreement with 90 days' notice.
The key insight for you is that Anthropic has secured a substantial Cloud Services Agreement with SpaceX, worth $1.25 billion per month, for compute capacity on COLOSSUS and COLOSSUS II. This substantial investment indicates the high value and demand for advanced AI infrastructure, which could influence future development and deployment strategies of AI tools like Claude, Codex, and Copilot.