Anthropic is paying SpaceX $1.25 billion per month for compute. Per month.
That's $15 billion a year flowing to a company whose total annual revenue is $18 billion. One AI lab is about to account for the majority of SpaceX's commercial income.
We only know this because SpaceX filed for an IPO today and had to disclose the terms. The deal was announced weeks ago with no financials attached. Source: Axios