SpaceX S-1 Reveals Anthropic Paying $1.25 Billion Per Month for Colossus Compute Through 2029

Axios·high signal

SpaceX's IPO filing disclosed that Anthropic is paying $15 billion annually ($1.25B/month) for compute capacity at Colossus data centers through May 2029, with access to 300+ megawatts across 220,000+ NVIDIA GPUs (H100, H200, GB200). Anthropic co-founder Tom Brown confirmed expansion to Colossus 2 with GB200 capacity scaling through June. This explains the recent Claude Code rate limit increases and capacity improvements — the infrastructure behind the product is scaling dramatically.