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Anthropic’s IPO filing revealed it will spend up to $120.5 billion on SpaceX compute through 2029, but either side can walk away on 90 days’ notice once the 2027 lock-ins end. Would you sign a $120.5B deal either side can exit in 90 days, yes or no?
You type “hi” into Claude Code, step away for coffee, and come back to a pricier turn. Prompt caches usually live five minutes to an hour, which is why long gaps between turns show up directly on your bill.
Per the Financial Times, Wall Street banks launched a record $60 billion chip deal for Broadcom and Anthropic. That compares with the up to $42 billion Broadcom itself was set to lend Anthropic to lease chips, per Reuters.
