| SpaceX’s IPO filing revealed a lot of interesting things… But none of them as shocking as Anthropic paying SpaceX $15 billion per year for compute capacity until May 2029. That’s $41 million per day from Musk’s biggest AI rival. Go here to claim your shares before the June IPO. One of the biggest questions investors had about Musk’s AI ambitions was how he was going to pay for it. The IPO prospectus just gave the answer… His AI rival Anthropic. The filing revealed SpaceX signed cloud services agreements with Anthropic in May 2026. Under those agreements, Anthropic will pay SpaceX $1.25 billion every month for access to compute capacity at SpaceX's Colossus and Colossus II data center campuses. The contract runs through May 2029. So the total committed revenue is roughly $45 billion. SpaceX has so far put roughly $13 billion into its AI infrastructure buildout: data centers, GPUs, and the Colossus campuses themselves. So even before the IPO… SpaceX has already locked in enough revenue from a single customer to fully fund its AI buildout three times. And Anthropic is just the first. SpaceX disclosed in the filing that it expects to sign similar contracts with other major customers in the months ahead. In fact, the company is already in active discussions with Google. Google's "Project Suncatcher" — its plan to build orbital AI data centers — is now reportedly in talks with SpaceX to use its launch capacity. If a deal materializes, it could easily mirror or even exceed the scale of the Anthropic agreement. This confirms what I’ve been saying for several months… SpaceX is quietly becoming one of the biggest and most important companies in the world. That’s why I’m claiming my shares right now, before this Pre-IPO window closes. Go here to see how you can do the same. Ian Wyatt |
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