Cointime update: Anthropic disclosed in a filing with the U.S. SEC that it signed and amended agreements with SpaceX’s SpaceXAI between May and October 2026 to secure Nvidia GPU-based compute, with total spending capped at $120.5 billion through 2029. Anthropic expects full compute delivery by December 2026, at which point monthly costs will average about $3.1 billion. After an initial non-cancellable term, either party may terminate with 90 days’ written notice.
Anthropic Signs Up to $120.5B Nvidia GPU Compute Deal With SpaceX
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