Anthropic's IPO filing lists up to $84.5 billion in SpaceX compute deals
The Information reports most of the commitment can be cancelled on 90 days' notice, one of the more flexible items in Anthropic's $518 billion compute tally.
Anthropic has agreements to pay SpaceX up to $84.5 billion for Nvidia-based computing capacity through 2029, The Information reported on Tuesday, citing Anthropic's IPO prospectus. The Information says most of the amount can be cancelled with 90 days' notice. The article is behind a paywall, so this account rests on its summary and on other coverage of the filing.
InvestmentNews, summarising the filing, lists the counterparty as xAI and describes the commitment as up to $84.5 billion, mostly cancellable with 90 days' notice. That matches The Information's figure. Neither outlet has published the prospectus itself, and Anthropic has not commented in the coverage reviewed.
The xAI deal sits inside a much larger list. InvestmentNews reports Anthropic has committed to spend at least $518 billion on computing over the next decade, with about 80% non-cancellable. It lists Google at $111.1 billion, Amazon at $110 billion, Microsoft at $31.4 billion, Broadcom at $161.2 billion in equipment leases and AMD at up to $20 billion.
Set against those, the xAI line is the most flexible, which could matter if demand or pricing shifts. The same coverage says Anthropic's 2025 revenue rose about twelvefold to nearly $4.6 billion, with a net loss of about $42 billion, and that Reuters expects the offering after the November midterms.