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SpaceX Files IPO Documents Detailing Anthropic Data Center Deal

SpaceX disclosed terms of a multi-year agreement with Anthropic in regulatory filings released Wednesday. The documents also outlined the company's financial results and governance structure ahead of a planned stock offering.

Wired
1 source·May 20, 9:43 PM(8 days ago)·1m read
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SpaceX Files IPO Documents Detailing Anthropic Data Center DealWired
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U.S. regulators on Wednesday that included details of an agreement to provide computing resources to Anthropic. 25 billion per month from July 2026 through May 2029 for access to GPUs at data centers in Tennessee and Mississippi. The company will pay a reduced rate for May and June before the full monthly amount begins.

SpaceX stated that it built the facilities for its xAI unit but determined it did not require the full computing capacity. The filing noted that the company expects to enter into additional similar contracts for its infrastructure.

3 billion net loss for the first quarter of 2026. 9 billion loss. 75 trillion. The stock is expected to trade under the ticker SPCX on the Nasdaq exchange.

The documents showed that Musk is the only person who can remove himself as chief executive. They also indicated that he and his allies will hold sufficient voting power to maintain control of the board. SpaceX said it will use provisions under Texas law to limit hostile takeovers and removal of executives.

The filing described the company's dual strategy of using its data centers for internal needs while generating revenue from external contracts. An Anthropic spokesperson confirmed the payment figures to Wired. SpaceX did not respond to a request for comment.

Key Facts

$1.25 billion monthly payment
Anthropic will pay SpaceX this amount from July 2026 to May 2029
$4.7 billion Q1 revenue
SpaceX reported this figure along with a $4.3 billion net loss
$75 billion IPO target
SpaceX plans to raise this amount at a $1.75 trillion valuation
SPCX ticker
SpaceX stock will trade under this symbol on Nasdaq

Story Timeline

3 events
  1. April 1, 2026

    SpaceX filed initial IPO paperwork confidentially with the SEC.

    1 sourceWired
  2. May 2026

    SpaceX and Anthropic announced a GPU access agreement.

    1 sourceWired
  3. May 20, 2026

    SpaceX released updated S-1 filing with payment terms and financial details.

    1 sourceWired

Potential Impact

  1. 01

    SpaceX will receive $15 billion annually from Anthropic under the contract terms.

  2. 02

    SpaceX data centers will operate with external AI workloads in addition to internal use.

  3. 03

    SpaceX governance provisions will limit the ability of outside investors to remove executives.

Transparency Panel

Sources cross-referenced1
Confidence score75%
Synthesized bySubstrate AI
Word count217 words
PublishedMay 20, 2026, 9:43 PM
Bias signals removed3 across 2 outlets
Signal Breakdown
Editorializing 2Loaded 1

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