SpaceX is currently generating revenue by leasing out unused capacity from its Colossus 1 data center to Anthropic, as reported by Breakingviews. This agreement comes amidst Musk’s recent change in perception towards Anthropic, having previously criticized the company but now praising it following direct meetings. Earlier this year, SpaceX integrated xAI to enhance its AI compute capabilities, further emphasizing the importance of AI in its operations and partnerships.

SpaceX: SpaceX is Elon Musk’s aerospace company specializing in reusable rockets, Starlink satellite broadband, and space exploration initiatives. After merging with xAI in February, it has pivoted into AI infrastructure by building supercomputers like Colossus and is leasing excess capacity from Colossus 1 to AI firms. This deal with Anthropic highlights underutilized resources in its AI operations, potentially complicating its high AI valuation narrative ahead of a planned IPO.
Anthropic: Anthropic is a research company developing safe AI systems through its constitutional AI approach and Claude large language models. Facing compute shortages from surging demand, it has secured access to SpaceX’s Colossus 1 supercomputer via a new leasing agreement. The partnership also explores future orbital data centers, marking a shift despite prior tensions with Elon Musk.

xAI Merger: SpaceX integrated xAI earlier this year to advance its AI compute capabilities.
Musk’s Shift: Elon Musk, who once called Anthropic misanthropic, recently praised the company after direct meetings.
Compute Leasing: SpaceX is renting out unused capacity from its Colossus 1 data center to Anthropic to generate revenue.