Anthropic’s SpaceXAI deal totals $120.5 billion, IPO filing shows

gizmodo.com —

Anthropic’s public IPO filing reveals its deal with Elon Musk’s SpaceXAI is far larger than previously known, totaling up to $120.5 billion through 2029, about $36 billion more than earlier reports. The newly unveiled S-1 prospectus shows Anthropic will pay SpaceXAI up to $120.5 billion for NVIDIA GPU-powered compute, with monthly payments of approximately $3.1 billion once capacity is delivered by year-end. Either party can cancel after early 2027 with 90 days’ notice. The filing also discloses other major infrastructure commitments, including at least $114.5 billion with Google, $44.9 billion with Microsoft, and $110 billion with Amazon, adding to trillions in industry-wide AI spending.


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