SpaceX IPO S-1 Filing

Описание: The SpaceX S-1 IPO filing just revealed one of the biggest AI infrastructure deals ever.

Anthropic, the company behind Claude AI, is reportedly paying around $1.25 BILLION per month to use SpaceX AI compute infrastructure through 2029.

That’s:
• ~$15B per year
• $40B+ total contract value

And it’s NOT for AI model training…
It’s for inference.

Every Claude prompt, API request, AI agent task, code generation, and enterprise workflow runs on inference compute.

According to reports citing the S-1, Anthropic would use capacity from Colossus 1 and Colossus 2 in Memphis…massive AI data centers powered by hundreds of thousands of Nvidia GPUs and more than 300 megawatts of power.

This is the real AI race:
GPU infrastructure, inference compute, energy, cooling, and hyperscale AI data centers.

SpaceX estimates its total addressable market at $28.5 TRILLION, with artificial intelligence as the biggest opportunity.

Other details from the filing:
• Elon Musk still controls 85.1% of voting power
• The Anthropic contract can reportedly still be terminated by either side with notice

#SpaceX #Anthropic #Claude #ElonMusk #IPO