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Space Exploration Technologies (NasdaqGS:SPCX) has secured a reported US$45b AI compute agreement from Anthropic for access to its Colossus and Colossus II data centers. Anthropic is expected to pay SpaceX several billions of dollars over multiple years under the Colossus infrastructure arrangement. Alphabet's Google unit has deepened its partnership with SpaceX and plans to allocate nearly US$1b a month to Nvidia GPU powered AI workloads on SpaceX infrastructure. The Anthropic Colossus contracts and Google's larger AI workloads highlight only one part of the broader SpaceX investment story. Take a look at 1 major warning sign we have identified for Space Exploration Technologies.
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