Anthropic's compute deal balloons to $120.5B, nearly 3x the originally filed $45B
teortaxesTex · x · 2026-10-26
Per SpaceX's IPO filing and subsequent disclosure, Anthropic's compute deal with SpaceX has nearly tripled from roughly $45B to up to $120.5B.
- Original figure: $45B listed in SpaceX's May IPO filing
- New number: up to $120.5B — nearly 3x
- Commenter take: investors (especially Google) were expected to starve Elon of compute by late 2025, but show "zero killer mentality" — at this rate Elon's Terafab will make Anthropic-branded chips designed by Claude, "then game over"
Related event: Anthropic's Compute Commitments Total $434.5B, Led by Google(3 posts)→
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