By Anusuya Lahiri
Publication Date: 2026-05-21 18:14:00
SpaceX filing highlights strong AI monetization trends
Slowinski said SpaceX’s S-1 filing revealed this Anthropocene About $1.25 billion per month, or about $15 billion per year, was allocated for access to the Colossus 1 and Colossus 2 data center campuses.
He said the disclosures indicate that AI computing supply remains limited, driving higher GPU rental prices and potentially strengthening monetization opportunities for Microsoft and Oracle in future AI infrastructure contracts and renewals.
Analyst assumes that the sales potential exceeds previous expectations
BNP Paribas estimates that Anthropic may only lease 600-700 megawatts of capacity despite the $15 billion annual commitment.
Based on various leasing assumptions, Slowinski estimated that the agreement could represent annual revenue per gigawatt of approximately $15 billion to $24 billion, which would exceed both BNP Paribas’ previous expectations and Oracle’s previously discussed $10 billion per gigawatt framework.
Microsoft and Oracle are considered the main beneficiaries
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