On June 12, 2026, SpaceX went public on the Nasdaq. The event marked a significant milestone for Elon Musk's company. It also revealed information that captured the attention of the entire technology sector: a large-scale computing agreement with Anthropic, the company behind the Claude assistant.

Here is a clear overview of what has just happened, and what this news tells us about the artificial intelligence industry.

SpaceX stock market figures: key figures

SpaceX is now listed on the Nasdaq under the symbol SPCX. The IPO targets a valuation between $1.75 trillion and $2 trillion, which would make it one of the largest in history. The company is reportedly seeking to raise approximately $75 billion to $80 billion. Its official IPO prospectus was filed on May 20, 2026.

However, these impressive figures should not obscure the financial reality. SpaceX recorded a net loss of $4.28 billion in the first quarter of 2026. Market enthusiasm therefore rests primarily on growth prospects, particularly those of its satellite internet service, Starlink.

Anthropic, the creator of Claude, is following the trend

Anthropic, the company that develops the Claude, has also filed for an initial public offering (IPO). Its market debut is expected around October 2026, with a target valuation of around $900 billion.

Indeed, the company is experiencing rapid growth. It expects to generate its first operating profit, estimated at around $559 million, in the second quarter of 2026. Its revenue for the quarter ending in June would exceed $10.9 billion, a considerable jump compared to previous quarters.

A 45 billion deal to keep Claude running

The most striking element is found in SpaceX's introductory documents. These reveal that Anthropic and SpaceX have reached an agreement worth approximately $45 billion over three years.

Specifically, Anthropic would pay $1.25 billion per month until May 2029. In return, SpaceX provides significant computing capacity, more than 300 megawatts, in its data centers located in Memphis. This power is used to run Claude, whose demand is exploding for uses such as software development and security analysis.

The agreement also includes a degree of flexibility: either party can terminate it with 90 days' notice. This agreement thus illustrates a fundamental trend: artificial intelligence has become an extremely energy- and infrastructure-intensive activity.

A wave of tech IPOs

SpaceX and Anthropic aren't alone. OpenAI, the creator of ChatGPT, has also begun its own IPO process. Three of the most influential names in technology are therefore heading to the public markets in the same year.

However, these colossal valuations also raise questions. Several analysts point out that the actual profitability of these companies remains to be seen, and that the sums involved carry a degree of risk for investors.

Frequently Asked Questions

When did SpaceX go public?

SpaceX went public on June 12, 2026, on the Nasdaq, under the symbol SPCX. Its initial public offering document was filed on May 20, 2026.

What is the connection between SpaceX and Claude?

An agreement worth approximately $45 billion over three years. SpaceX provides the computing power of its data centers to run Claude, Anthropic's assistant, in exchange for monthly payments.

Is Anthropic a profitable company?

Anthropic expects its first operating profit, estimated at around $559 million, in the second quarter of 2026, with revenues exceeding $10.9 billion for the quarter.

To go further

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