Anthropic is nearing its first quarterly profit as it expands its artificial intelligence operations, according to reporting that also highlights a major computing deal with SpaceX. Multiple outlets say Anthropic has agreed to pay SpaceX $1.25 billion per month for computing power. The arrangement is framed as part of how Anthropic and other AI developers secure large-scale infrastructure to run and serve advanced models.
In parallel, reporting notes that SpaceX is discussing ways to offer AI compute as a service at scale. Elon Musk, posting on X, says SpaceX is in discussions with other companies about providing “AI compute as a service” broadly. This suggests Anthropic’s agreement is part of a wider push to commercialise access to high-performance compute, rather than a one-off contract.
Taken together, the coverage indicates a fast-moving shift in AI infrastructure procurement, with Anthropic tightening its supply for costly compute while SpaceX positions itself as a direct provider of that capacity. The figures and status described are current as reflected in the cited sources.
