Anthropic's $120.5B SpaceX compute deal isn't locked in: 90-day cancellation from 2027
faraz0x · x · 2026-10-27
Viral posts claim Anthropic has locked in paying SpaceX $3.1B a month for compute. Kyrannio's breakdown of the filing shows that's not accurate:
- It's Anthropic's biggest compute deal yet: up to $120.5B through 2029, with the bill exceeding its monthly revenue.
- Unlike the Google and Amazon deals, the SpaceX contract can be cancelled by either side on 90 days' notice starting 2027.
- That asymmetry is the real story: Anthropic kept an exit ramp while SpaceX carries the risk.
The author flags January 2027 as the date to watch and published a full clause-by-clause video breakdown.
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