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According to documents submitted by Anthropic to the US SEC, the company signed and revised a number of agreements with SpaceX's SpaceX subsidiary SpaceXAI from May to October 2026 to obtain computing power services based on Nvidia GPUs. The total cost of the agreement reached a maximum of US$12.5 billion, and the period will continue until 2029. Anthropic expects full computing power to be delivered in December 2026, at an average monthly cost of approximately US$3.1 billion. After the initial non-cancellable period ends, both parties may cancel the agreement 90 days prior written notice.
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According to documents submitted by Anthropic to the US SEC, the company signed and revised a number of agreements with SpaceX's SpaceX subsidiary SpaceXAI from May to October 2026 to obtain computing power services based on Nvidia GPUs. The total cost of the agreement reached a maximum of US$12.5 billion, and the period will continue until 2029. Anthropic expects full computing power to be delivered in December 2026, at an average monthly cost of approximately US$3.1 billion. After the initial non-cancellable period ends, both parties may cancel the agreement 90 days prior written notice.
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