Anthropic, the artificial intelligence company behind the Claude chatbot, has signed a major computing deal with SpaceX worth nearly $45 billion, according to reports from multiple sources. The agreement calls for Anthropic to pay SpaceX approximately $1.25 billion monthly for computing power services.

The deal comes as Anthropic reports strong financial performance, with the company set to hit $10.9 billion in revenue during the second quarter, according to a source familiar with the matter. This revenue figure suggests the AI company is approaching its first quarterly profit as demand for AI services continues to grow.

SpaceX, Elon Musk's space exploration company, has been expanding its business beyond rockets and satellites into computing infrastructure. The company has reportedly spent more than $15 billion developing its Starship rocket program and is now investing $2.8 billion to purchase gas turbines for AI data centers. This move positions SpaceX as a significant player in the cloud computing market.

The computing deal reflects the massive infrastructure requirements of AI companies as they scale their operations. Anthropic's willingness to commit to such a substantial monthly payment underscores the critical importance of reliable computing power for training and running large language models.

The agreement also highlights SpaceX's diversification strategy as the company seeks new revenue streams beyond its traditional aerospace business. In a rare disclosure for the typically secretive company, SpaceX has opened its financial books, with executives stating they believe they have identified 'the largest TAM [total addressable market] in human history.'

Meanwhile, the broader AI industry faces ongoing regulatory scrutiny, with reports that former President Trump plans to sign an executive order on AI oversight amid mounting security concerns among his supporters.