Anthropic has officially revealed in its IPO filing today that the company expects to spend up to $120.5 billion on @SpaceX SI compute through 2029. • Monthly payments up to $3.1B, or $37.2B annually. • SpaceX is expected to deliver all contracted computing capacity by Dec 2026. • Anthropic (and SpaceX) can terminate the agreements with 90 days' notice after the initial contract periods end in early 2027. Here's the exact wording directly from the filing: "Between May and October 2026, we entered into and amended several agreements with SpaceXAI to access compute powered by Nvidia GPUs. Under the SpaceXAI arrangements, we agreed to spend an aggregate of up to $120.5 billion over terms extending into 2029, consisting of approximately $3.1 billion in the aggregate per month once all capacity has been delivered, which we expect in December 2026, with different fees during capacity ramping periods. Following initial non-cancelable periods ending in January 2027 and March 2027 under the respective agreements, each agreement may be cancelled by either party upon 90 days’ advance written notice."

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