Anthropic filing details up to $120.5 billion SpaceXAI compute deal

Anthropic’s public IPO filing says its agreements with SpaceXAI could cost up to $120.5 billion through 2029, more than earlier reports indicated. The filing also outlines other large compute commitments, rising revenue and losses, and risks tied to spending, demand and AI safety.

• Anthropic’s filing puts its SpaceXAI compute agreements at up to $120.5 billion, about $36 billion above the previously reported maximum of $84.5 billion.· 1 source
• The agreements cover access to computing capacity powered by NVIDIA GPUs; after delivery is complete, Anthropic expects payments of approximately $3.1 billion per month.· 1 source
• The filing lists further compute commitments of at least $114.5 billion with Google, $44.9 billion with Microsoft and $110 billion with Amazon, on timelines extending from 2033 to 2036.· 1 source
• Anthropic reported first-half 2026 revenue of $16.29 billion, up from $1.2 billion in the same period a year earlier, and a net loss of $80.7 billion.· 1 source
• The filing warns about debt and costs, uncertain demand and possible safety or reputational harms; it also says either party can cancel the SpaceXAI agreements with 90 days’ notice after initial non-cancelable periods end in early 2027.· 1 source