AI Capex Tracker

Anthropic SpaceX Colossus agreement

commitment · AI lab

More than 300 MW1

Capacity access announced May 2026. Anthropic takes all compute at SpaceX’s Colossus 1: more than 300MW and over 220,000 NVIDIA GPUs. Contract value not disclosed. Original disclosure.

Verified

Disclosure dated 2026-05-06

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What this value measures

Compute access agreement. Anthropic takes all compute at SpaceX’s Colossus 1: more than 300MW and over 220,000 NVIDIA GPUs. Contract value not disclosed. Source definition.

Keep commitment separate from other value types. Annual totals, forecast vintages, programme components and customer contracts can describe overlapping infrastructure. Read the overlap rules.

The reading

Amounts in source currency, billions
Company / programme Reporting entity, programme owner or contract seller. Editorial grouping follows the named source.
Anthropic 1
Sector Editorial sector classification based on the disclosed business or programme.
AI lab 1
Value type Capex is reported expenditure; commitment is a purchase agreement or announced investment; guidance is a forecast; programme budget is a policy envelope. Types are never summed.
commitment 1
Qualification Reported, approximate, range, upper/lower bound or plan status, as stated in the source.
More than 1
Period / horizon Original fiscal period or announced multi-year horizon. Annual totals overlap quarters; future horizons do not imply actual spend.
Capacity access announced May 2026 1
Disclosure date Date of the cited disclosure or its stated update. Null where a precise date was not verified. Access date is separately recorded.
2026-05-06 1
Measurement basis Accounting or contractual definition. Customer lease revenue is a commitment by the customer, not vendor capex; investment plans are prospective.
Compute access agreement 1
Announced capacity MW Source-stated MW; planned rather than verified operational unless the note says otherwise. Qualifier applies; no conversion into capex.
300 1
Announced GPUs Source-stated GPU deployment count. Planned capacity is not a verified installed fleet.
220,000 1

Sources

  1. Anthropic — SpaceX Colossus agreement accessed 2026-11-11

Cite this reading

AI Capex Tracker, “Anthropic SpaceX Colossus agreement”, https://aicapextracker.com/anthropic-spacex-colossus-agreement/ (verified 2026-11-11).

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