SpaceX S-1文件披露

Simon Willison 博客·2026-05-21 06:26·91天前·Simon Willison
AI 导读

根据SpaceX提交的S-1文件,该公司于2026年5月与AI研究公司Anthropic签订了云服务协议。Anthropic同意每月支付12.5亿美元,以使用SpaceX的COLOSSUS和COLOSSUS II算力资源,协议持续至2029年5月。双方均可提前90天通知终止协议。同时,文件指出SpaceX也在利用这些算力训练其自有的Grok 5模型。该协议展示了SpaceX将算力资源同时用于外部商业化服务与支持内部AI研发的战略布局。

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SpaceX S-1文件披露

2026-05-21 06:26· 91天前· Simon Willison
AI 导读

根据SpaceX提交的S-1文件,该公司于2026年5月与AI研究公司Anthropic签订了云服务协议。Anthropic同意每月支付12.5亿美元,以使用SpaceX的COLOSSUS和COLOSSUS II算力资源,协议持续至2029年5月。双方均可提前90天通知终止协议。同时,文件指出SpaceX也在利用这些算力训练其自有的Grok 5模型。该协议展示了SpaceX将算力资源同时用于外部商业化服务与支持内部AI研发的战略布局。

Simon Willison’s Weblog

20th May 2026

We have the ability to use compute resources to support our proprietary AI applications (such as Grok 5, which is currently being trained at COLOSSUS II), while also providing access to select compute capacity to third-party customers. For example, in May 2026, we entered into Cloud Services Agreements with Anthropic PBC (“Anthropic”), an AI research and development public benefit corporation, with respect to access to compute capacity across COLOSSUS and COLOSSUS II. Pursuant to these agreements, the customer has agreed to pay us $1.25 billion per month through May 2029, with capacity ramping in May and June 2026 at a reduced fee. The agreements may be terminated by either party upon 90 days’ notice.

SpaceX S-1, highlights mine

20th May 2026