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Comments on No. 97 of 124 · TeslaNorth.com · edition of Tuesday 27 October 2026

Anthropic Reveals It Will Pay SpaceX Up to $120.5B for AI Compute

Summary

Anthropic's IPO filing says it may spend up to $120.5 billion on SpaceX's Nvidia GPU compute through 2029, roughly $3.1 billion a month once fully delivered. The commitments are cancellable on 90 days' notice after early 2027, so the figure is a ceiling, not a guaranteed total.

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