SpaceX IPO Filing Reveals Anthropic Is Paying $15 Billion a Year to Access Its Data Centers
SpaceX IPO Filing Reveals Anthropic Is Paying $15 Billion a Year to Access Its Data Centers
SpaceX IPO 文件披露：Anthropic 每年支付 150 亿美元租用其数据中心
Anthropic has agreed to pay SpaceX $1.25 billion per month through May of 2029 for access to cloud computing infrastructure, a long-awaited US regulatory filing revealed on Wednesday. In other words, Anthropic will be sending a rival artificial intelligence lab roughly $15 billion a year, an extraordinary sum that demonstrates how access to compute has become one of the defining bottlenecks in the race to develop advanced artificial intelligence.
周三披露的一份备受期待的美国监管文件显示，Anthropic 已同意在 2029 年 5 月之前，每月向 SpaceX 支付 12.5 亿美元，以获取其云计算基础设施的使用权。换句话说，Anthropic 每年将向一家竞争对手的人工智能实验室支付约 150 亿美元。这一惊人的数字表明，算力获取已成为开发先进人工智能竞赛中的关键瓶颈之一。
Anthropic and SpaceX announced a deal earlier this month that gives the Claude developer access to GPUs at Colossus and Colossus II, a pair of data centers straddling Tennessee and Mississippi with more than one gigawatt of computing power. SpaceX had rushed to build the facilities for its xAI unit, which develops the Grok AI chatbot, but Musk said his company didn’t need all of their computing capacity in the end. Terms of the deal had not been previously disclosed.
Anthropic 和 SpaceX 本月初宣布达成协议，Claude 的开发商将获得 Colossus 和 Colossus II 的 GPU 使用权。这两座数据中心横跨田纳西州和密西西比州，拥有超过 1 吉瓦（GW）的计算能力。SpaceX 最初是为旗下的 xAI 部门（开发 Grok AI 聊天机器人）紧急建造这些设施的，但马斯克表示，他的公司最终并不需要全部计算能力。该协议的条款此前并未披露。
Anthropic is paying an unspecified reduced fee for May and June before the $1.25 billion per month rate takes effect, SpaceX said in its S-1 regulatory filing.
SpaceX 在其 S-1 监管文件中表示，在 12.5 亿美元的月费生效之前，Anthropic 在 5 月和 6 月支付的费用将有所减免，具体金额未予说明。
The eye-popping figure is a sign of how hungry Anthropic is for computing resources needed to power products like its increasingly popular AI coding tools. The company’s revenue for the second quarter of 2026 is expected to exceed $10 billion, according to The Wall Street Journal.
这个惊人的数字反映出 Anthropic 对计算资源的渴求，这些资源是支撑其日益流行的 AI 编程工具等产品的关键。据《华尔街日报》报道，该公司 2026 年第二季度的收入预计将超过 100 亿美元。
An Anthropic spokesperson confirmed the figures to WIRED. SpaceX did not immediately respond to WIRED’s request for comment.
Anthropic 发言人向《连线》（WIRED）证实了这些数据。SpaceX 未立即回应《连线》的置评请求。
SpaceX says it expects to “enter into additional similar services contracts” for its compute infrastructure and will continue using its data centers for itself. “We have sufficient capacity to provide compute for our own AI models, including support of our training and inference demands, and to satisfy the obligations under these agreements,” the filing states. “We believe our dual monetization strategy provides multiple pathways to generate returns on invested capital.”
SpaceX 表示，预计将为其计算基础设施“签订更多类似的服务合同”，并将继续自用其数据中心。文件称：“我们有足够的容量为我们自己的人工智能模型提供算力，包括支持我们的训练和推理需求，并履行这些协议下的义务。我们相信我们的双重货币化战略为投资资本的回报提供了多种途径。”
The filing details SpaceX’s business opportunities and risks ahead of an initial public offering. SpaceX is pursuing the largest IPO in history, with hopes of raising about $75 billion at a valuation of $1.75 trillion. The company filed its initial paperwork confidentially with the US Securities and Exchange Commission on April 1, allowing time to make edits based on feedback from the regulator. The filing released on Wednesday is the cleaned-up version, though additional changes could come before it debuts on the Nasdaq stock exchange under the ticker SPCX, which could reportedly come as soon as June 12.
该文件详细说明了 SpaceX 在首次公开募股（IPO）前的商业机会和风险。SpaceX 正在寻求史上规模最大的 IPO，希望以 1.75 万亿美元的估值筹集约 750 亿美元。该公司于 4 月 1 日向美国证券交易委员会（SEC）秘密提交了初步文件，以便根据监管机构的反馈进行修改。周三发布的文件是修订后的版本，不过在以股票代码“SPCX”在纳斯达克上市之前，可能还会进行更多调整。据报道，上市时间最早可能在 6 月 12 日。
SpaceX, including X and xAI, generated nearly $4.7 billion in revenue and lost almost $4.3 billion in the first quarter of this year, according to the filing. Last year, SpaceX generated $18.7 billion in revenue but lost $4.9 billion after heavy spending to develop AI technologies and a bigger rocket, according to the filing.
文件显示，包括 X 和 xAI 在内，SpaceX 今年第一季度营收近 47 亿美元，亏损近 43 亿美元。去年，SpaceX 营收为 187 亿美元，但由于在开发人工智能技术和大型火箭上投入巨资，亏损了 49 亿美元。
The S-1 is meant to help potential investors better understand the company and the challenges it faces. One widespread concern is the amount of power Musk holds over SpaceX and whether there are enough safeguards to hold the cofounder and CEO in check.
S-1 文件旨在帮助潜在投资者更好地了解该公司及其面临的挑战。一个普遍的担忧是马斯克对 SpaceX 的掌控力过大，以及是否有足够的保障措施来制衡这位联合创始人兼首席执行官。
Excerpts of the IPO filing seen by Reuters before it was published showed that the only person who can fire Musk is the billionaire himself. The documents also revealed that he will be able to maintain control of the company’s board. In addition, he and his allies will have outsized voting power, allowing them to beat back attempts by activist shareholders to derail company endeavors. SpaceX also plans to exercise provisions of Texas law to fend off hostile takeovers and the removal of executives or board members.
路透社在文件发布前看到的摘录显示，唯一能解雇马斯克的人只有他自己。文件还显示，他将能够保持对公司董事会的控制权。此外，他和他的盟友将拥有超额投票权，使他们能够击退激进股东阻挠公司计划的企图。SpaceX 还计划利用德克萨斯州的法律条款来抵御恶意收购以及罢免高管或董事会成员的行为。
In recent weeks, advocacy groups including a leading US teachers’ union, AI safety researchers, and environmental organizations operating near SpaceX facilities have called on investors to think twice before buying shares in the company. The activists have written to investors and SpaceX urging them to reconsider support for an approach that consolidates power with Musk. The heads of public employee retirement funds for California, New York, and New York City jointly called SpaceX’s proposal “novel and extreme” and the “the most management-favorable governance structure ever brought to the U.S. public markets at this scale.”
最近几周，包括美国主要教师工会、人工智能安全研究人员以及在 SpaceX 设施附近开展活动的环保组织在内的倡导团体，呼吁投资者在购买该公司股票前三思。活动人士致信投资者和 SpaceX，敦促他们重新考虑对这种将权力集中在马斯克手中的做法的支持。加州、纽约州和纽约市公共雇员退休基金的负责人联合称 SpaceX 的提案是“新颖且极端”的，是“美国公开市场同等规模中对管理层最有利的治理结构”。
“We acknowledge SpaceX’s extraordinary technical and commercial achievements, and we recognize the role the company plays in U.S. national security and commercial space,” the pension fund leaders wrote to Musk and his fellow executives. “Its governance must at least adhere to the baseline protections upon which long-term institutional capital depends, rather than seeking to diminish them.”
“我们承认 SpaceX 在技术和商业上取得的非凡成就，也认可该公司在美国国家安全和商业航天领域所扮演的角色，”养老基金负责人在写给马斯克及其高管团队的信中表示，“其治理结构至少必须遵守长期机构资本所依赖的底线保护，而不是试图削弱它们。”
They and other activists are also concerned about SpaceX’s reported intentions to let individual investors buy an unusually large slice, about 30 percent, of initially offered shares, which could turn the company into a risky meme stock with wildly fluctuating prices. However, unless there are major hiccups with the IPO, SpaceX will quickly benefit from new stock market rules that will require certain popular investment funds to buy up its shares and hold onto them, potentially both boosting and stabilizing prices.
他们和其他活动人士还担心，据报道 SpaceX 打算让个人投资者购买约 30% 的初始发行股份，这一比例高得不同寻常，这可能会使该公司变成一只价格剧烈波动的风险“迷因股”（meme stock）。然而，除非 IPO 出现重大波折，否则 SpaceX 将很快受益于新的股市规则，这些规则将要求某些热门投资基金买入并持有其股票，这可能会在推高股价的同时起到稳定作用。
Leaks from confidential versions of the S-1 are rare, but SpaceX has experienced a bunch of them beyond the governance details. Reporting from The Information revealed sales from Starlink, SpaceX’s satellite internet service, reached about $11.4 billion last year. The outlet also highlighted SpaceX’s growing debt load—up to $23 billion last year. Reuters recently reported SpaceX has spent more than $15 billion trying to develop Starship, a larger rocket than the company’s commercially successful workhorse, Falcon.
S-1 秘密版本的泄露非常罕见，但 SpaceX 除了治理细节外，还经历了一系列泄密事件。据《The Information》报道，SpaceX 旗下的卫星互联网服务 Starlink 去年的销售额达到了约 114 亿美元。该媒体还强调了 SpaceX 不断增加的债务负担——去年高达 230 亿美元。路透社最近报道称，SpaceX 已花费超过 150 亿美元用于开发“星舰”（Starship），这是一款比该公司商业上成功的“猎鹰”（Falcon）火箭更大的运载火箭。