According to SEC filings, Anthropic entered into agreements with SpaceX subsidiary SpaceXAI between May and October 2026 to procure Nvidia GPU computing capacity, with total commitments reaching up to $120.5 billion through 2029. The company expects full delivery by December 2026, translating to average monthly costs of approximately $3.1 billion. After the initial non-cancellation period, either party may terminate the agreement with 90 days written notice.

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