Anthropic IPO: SpaceX stands to make out big from AI lab's compute spending

One company that's going to benefit big time from Anthropic's (ANTH.PVT) growth over the coming years: SpaceX (SPCX). In its IPO prospectus filed on Monday, Anthropic outlined how much it could spend with SpaceX over the coming years after entering into several agreements with SpaceXAI to access its NVIDIA (NVDA) GPUs for compute. "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," the company said. (SPCX ) Go deeper with AlphaSpace 148.26 +0.76 (+0.52%) As of 2:53:54 PM EDT. Market Open.