By Brian Buntz
Publication Date: 2026-10-28 22:03:00
Colossus facility [Image credit: SpaceX]
SpaceX is accelerating its shift from rocket company to major AI infrastructure player. Anthropic, the developer of Claude, disclosed in its IPO prospectus that it has agreed to spend up to $120.5 billion on computing capacity from SpaceXAI, SpaceX’s AI subsidiary. The related agreements would extend into 2029 while monthly payments would reach about $3.1 billion once all capacity is delivered, which Anthropic expects in December 2026. A separate Google contract could generate roughly $30 billion for SpaceX through June 2029 for access to approximately 110,000 NVIDIA graphics processing units (GPUs) and supporting equipment.
To expand that computing infrastructure, SpaceX announced on Oct. 26 a binding commitment for a proposed $40 billion equipment lease that includes AI chipmaker NVIDIA’s next-generation Vera Rubin platform.
The investment will support SpaceX’s Super Intelligence business unit, which includes its AI models, cloud computing services, coding tools and X social platform. The unit generated $7.56 billion in third-quarter revenue, up from $813 million a year earlier.
SpaceX disclosed on Oct. 26 that it had signed the binding commitment on Oct. 24. The equipment will include Vera Rubin, AI chipmaker NVIDIA’s next-generation computing platform. Apollo will manage the investment entity that buys the hardware and leases it to SpaceX for use at data centers SpaceX selects. Equipment deliveries and lease schedules…