SpaceX Files Amended S-1 Ahead of IPO, Discloses Anthropic Compute Deal and Starlink Expansion

SpaceX filed its amended IPO registration statement (S-1/A) on or before June 1, 2026. The filing disclosed that the company has reserved 5% of its IPO shares for select employees and friends and family of its executive officers, and these shares will not be subject to any lockup period.

The amended filing also detailed a compute lease agreement with Anthropic that includes approximately 325,000 NVIDIA GPUs supported by hyperscale-class CPUs, exabyte-scale storage, and high-speed networking and interconnects.

1 million paid subscribers for X Premium Basic, X Premium, and Premium+ services, along with approximately 900,000 paid subscribers for SuperGrok and SuperGrok Heavy. SpaceX added American Airlines as a Starlink customer, according to the filing. The underwriters will not receive any discount or commission on shares of Class A common stock sold under the over-allotment option.

8 billion shares of common stock, or greater than 60% of SpaceX's shares outstanding immediately prior to the offering. Elon Musk agreed with the underwriters that all shares he owns will be subject to lock-up restrictions for 366 days after the date of the prospectus.

Certain other shareholders agreed that until the release of SpaceX financial results for the quarter ending June 30, 2027, specific shares they own will remain subject to lock-up restrictions, with timed automatic releases.

Shares held by Musk will not be subject to any early release provisions. The filing added language stating that on January 13, 2026, the SpaceX board approved the grant of 1 billion performance-based restricted shares of Class B common stock to Elon Musk.