SpaceX Sells Major AI Compute to Anthropic Weeks Before $1.75T IPO – Shock Wave for Markets!

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SpaceX Sells Full Colossus 1 Compute to Anthropic Weeks Before $1.75 Trillion IPO

SpaceX gave Anthropic complete access to its powerful Colossus 1 supercomputer cluster, located in Memphis, on Wednesday. This agreement comes about five weeks before SpaceX is expected to begin trading on the public stock market, an event currently valued at $1.75 trillion.

This deal provides Anthropic with access to over 300 megawatts of computing power and more than 220,000 NVIDIA GPUs that they can put to use within a month. For SpaceX, it secures a major AI client just before their planned stock market debut in June.

Compute Deal Lands Inside the SpaceX Roadshow Window

SpaceX submitted its initial public offering paperwork to the Securities and Exchange Commission (SEC) on April 1st. Financial experts predict this will be the biggest stock offering in U.S. history. The company will begin presenting its offering to investors the week of June 8th.

Selling the full capacity of Colossus 1 to an AI research lab strengthens the argument that there’s growing demand for AI infrastructure.

In February, SpaceX combined forces with xAI, and the partnership with Anthropic demonstrates that this group can provide services to customers outside of just those using Grok.

We’ve teamed up with SpaceX to significantly boost our computing power. This, combined with other recent agreements, allows us to offer higher usage limits for both Claude Code and the Claude API, as Claude announced in a recent post.

AI Customer Demand Strengthens IPO Pitch

Anthropic is increasing access for its paying customers by doubling the usage limits for Claude Code and raising the limits for its most powerful Opus models. The company was recently valued at over $1 trillion in private markets.

Musk also kept the option to take back computing resources if Anthropic’s AI models pose a danger to people. This is a unique condition that potential investors considering an IPO will need to consider.

Elon Musk announced that SpaceX will offer computing power to AI companies committed to developing AI that benefits humanity. However, SpaceX will also reserve the right to take back that computing power if an AI system misuses it and causes harm.

— The Kobeissi Letter (@KobeissiLetter) May 6, 2026

The companies also expressed interest in large-scale computing in space, potentially using Starship technology for future artificial intelligence training.

Looking ahead, positive long-term expectations could increase the potential valuation for SpaceX’s stock offering. Discussions among financial professionals suggest a possible valuation reaching as high as $2 trillion.

Investors are now focused on the upcoming public filing, known as the S-1. Information about how much money Elon Musk’s companies are making from AI computing could significantly change how they value the business.

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2026-05-06 21:31