SpaceX lands major AI computing infrastructure contracts with Anthropic and Google preceding its market debut.

SpaceX signed major artificial intelligence computing agreements with Anthropic and Google, expanding its role in the AI infrastructure sector as the company prepares for a potential public offering. The combined value of the computing-access deals could exceed $70 billion if the contracts are carried out in full, with the two agreements estimated to be worth approximately $26 billion together on a yearly basis.

As part of the Google deal, Google is expected to pay SpaceX $920 million per month from October 2026 to June 2029 for access to computing resources. The arrangement reportedly includes around 110,000 Nvidia GPUs and related infrastructure, which will help support demand for Google's AI products, including Gemini Enterprise.

Anthropic gained access to SpaceX's Colossus 1 data center, which is said to contain more than 220,000 Nvidia chips and approximately 300 megawatts of capacity. That agreement has been valued at about $1.25 billion per month. However, the long-term status of the Anthropic deal remains uncertain, as Elon Musk stated the lease was arranged as a short-term contract, allowing either side to end the agreement with 90 days' notice. While the deal could continue until May 2029, Musk said SpaceX wanted to keep the option of reclaiming the computing capacity for its own needs.

The agreements come as technology companies face rising demand for AI computing power, with Anthropic, Google, OpenAI, and other major firms investing heavily in infrastructure as they compete to train and operate more powerful artificial intelligence systems. For SpaceX, the deals represent a notable move beyond its core businesses in rockets, satellites, and Starlink internet services, with the company increasingly seeking to position itself as a supplier of large-scale AI infrastructure.

SpaceX is preparing for a highly anticipated initial public offering, and steady income from AI compute leasing could strengthen its appeal to investors. Reports say the company may aim to raise as much as $75 billion through its US stock market debut. If completed as planned, SpaceX's agreements with Anthropic and Google would mark one of the largest AI infrastructure revenue opportunities reported by a private technology company ahead of a public listing.