October 26, 2026TechnologyStocks·Neutral·compute deal
Anthropic to spend up to $120.5B on SpaceXAI Nvidia compute, S-1 filing shows
Anthropic's S-1 IPO filing shows it agreed to spend up to $120.5 billion on compute from SpaceXAI (SpaceX's AI unit) for Nvidia chips, with terms extending into 2029. Once all capacity is delivered, expected in December 2026, Anthropic will pay about $3.1 billion a month, roughly $37.2 billion annualized.
Detected & updated continuously · Source: Nebula
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