SpaceX's S-1 filing from Wednesday May 20 disclosed that Anthropic will pay $1.25 billion per month through May 2029 — with "capacity ramping in May and June 2026 at a reduced fee" — for access to data-center capacity primarily at the Colossus 1 facility near Memphis. [1] Bloomberg Law put the contracted total at "nearly $45 billion." [2] Either party can terminate the agreement with 90 days' written notice. The paper's Friday major on the disclosure named the religion-tech-power compound: a $45-billion contract between a CEO who has spent years publicly attacking Anthropic and the lab whose Chief Interpretability Officer will sit on the Vatican panel Monday afternoon.
Memorial Day Monday's increment is what did not move. Five business days after Friday's disclosure, neither company has issued a follow-up statement. Anthropic has not commented on the $1.25-billion-per-month line; SpaceX has not added detail to the S-1 language framing the deal as "monetiz[ing] unused compute capacity." [1] Tom Brown, Anthropic co-founder, has not posted publicly on the contract. Dario Amodei has not posted publicly on Musk. Musk has not posted on the deal since the S-1 dropped. The closing of Anthropic's $30 billion round at a $900 billion valuation — disclosed by the Financial Times Saturday and carried into Sunday by Bloomberg and Reuters — landed inside the same five-day silence on the compute contract that funds the business model the valuation prices. [3]
The encyclical drops at 11:30 a.m. Rome Monday — 5:30 a.m. Eastern, 2:30 a.m. Pacific. The structural read into the window is that the largest single AI-compute commitment in publicly disclosed history is a piece of public information that no party to it has chosen to address in public for five business days. The next operational test is whether Anthropic publishes anything alongside, before, or after Magnifica Humanitas that returns to the SpaceX line. The silence held through the holiday weekend. It is not built to hold past the encyclical.
-- THEO KAPLAN, San Francisco