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[Anthropic disclosed: It has signed an NVIDIA GPU computing power agreement with SpaceX for up to US$120.5 billion] On November 10, documents submitted by Anthropic to the US SEC showed that the company signed and revised multiple agreements with SpaceX AI, a subsidiary of SpaceX, from May to October 2026 to obtain computing power services based on NVIDIA GPUs. The total expenditure of the agreement was up to US$120.5 billion, and the term was extended to 2029. Anthropic expects all computing power to be delivered in December 2026, at which time the average monthly cost will be approximately US$3.1 billion. After the initial non-cancellable period has expired, either party may cancel the Agreement with 90 days' written notice.
Global market intelligence 🕐 2026-11-10 20:05

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