Filings reveal Anthropic pays xAI $1.25B/month for ~325,000 GPUs through May 2029
Aiden_Tech_Ai · x · 2026-11-04
This thread re-reads Elon Musk's business empire through filings rather than feuds. Per SpaceX's own S-1: Anthropic pays xAI $1.25B/month for 300MW (roughly 325,000 Nvidia GPUs) through May 2029, and weeks later Google signed for $920M/month — nearly $26B/year against SpaceX's prior-year revenue of $18.7B. The author's thesis: Musk isn't beating rivals like Microsoft or Bezos, he's selling to them — two decades spent building the compute layer everyone else must rent. "Public fights are free; contracts cost money, which is why they tell you more." Note: figures attributed to the S-1 are not independently verified.
Related event: Filings Reveal Anthropic Committed Up to $120.5 Billion to xAI Compute(3 posts)→
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