Anthropic just revealed an absolutely massive $120.5 BILLION in computing agreements with SpaceX in its IPO filing today
And the scale of SpaceX's SI infrastructure business is getting insane
Here's what Anthropic disclosed:
• Up to $120.5B in SI compute spending through 2029
• Monthly payments reaching approximately $3.1 BILLION once full capacity is delivered
• That's an annualized rate of $37.2 BILLION
• Full contracted computing capacity expected by December 2026
• Agreements can be terminated with 90 days' notice after initial periods ending in January and March 2027
SpaceX is building its own frontier AI models while simultaneously providing the computing power needed by its competitors