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Quoting SpaceX S-1

Simon Willison 4 信息等级 4 1 噪音/剔除;2 较弱;3 普通事实;4 重要行业动态;5 极重大事件。该分数是信息显著性,不是投资建议。 发布:2026-05-20T22:26 抓取:2026-05-21 04:13
🔗 原文链接
摘要

SpaceX在S-1文件中披露,与Anthropic签订云服务协议,每月提供COLOSSUS和COLOSSUS II算力,费用12.5亿美元,期限至2029年5月。协议支持自有Grok 5训练,并出售第三方算力。

客观事实
  • SpaceX与Anthropic签订云服务协议,月费12.5亿美元
  • 协议期限至2029年5月,提供COLOSSUS及COLOSSUS II算力
  • 双方可90天通知终止协议
SpaceX Anthropic COLOSSUS COLOSSUS II Grok 5

原文

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

Tags: anthropic, grok, generative-ai, ai, llms