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#AnthropicSpaceX$84.5B Anthropic's biggest IPO number may not be its valuation 👀
Its filing shows up to $84.5B in SpaceX-related compute agreements through 2029, while long-term infrastructure commitments total $518B.
What caught my attention is the flexibility: many agreements can reportedly be terminated with 90 days' notice.
AI economics are becoming a balancing act. Anthropic needs enough compute to fuel growth, without letting infrastructure commitments outrun the revenue they create
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