SpaceX is turning into one of the biggest suppliers of AI computing power. Anthropic’s IPO filing shows the Claude maker has agreed to spend up to $120.5 billion on capacity from SpaceXAI, the rocket company’s AI arm, under contracts running into 2029. Payments would reach about $3.1 billion a month once all capacity is in place, which Anthropic expects by December 2026. A separate Google contract could bring SpaceX roughly $30 billion through June 2029 for access to around 110,000 Nvidia GPUs. To meet that demand, SpaceX signed a $40 billion equipment lease on October 24, led by Apollo and Goldman Sachs, covering Nvidia’s Vera Rubin systems. Deliveries start in early 2027. SpaceX’s AI unit earned $7.56 billion in third-quarter revenue, up from $813 million a year earlier.

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