Reuters reports Anthropic disclosed in a confidential IPO filing that it has
signed an agreement with SpaceX to pay up to $84.5 bln by 2029 for SpaceX’s
NVIDIA-based AI compute resources. Most of the agreement can be terminated with
90 days’ notice. The disclosed cap is substantially higher than amounts in
SpaceX’s earlier IPO filing: in May SpaceX said Anthropic agreed to pay $1.25
bln per month under a contract of up to about three years, totaling roughly $45
bln, and containing a 90-day cancellation clause.