Anthropic’s confidential prospectus now lists agreements that could reach up to $84.5 billion for NVIDIA-double the earlier $45 billion figure. Most of these provisions remain cancelable with 90 days’ notice. This is likely up from $15 billion per year to $25-30 billion per year. Probably about $2.3 to $2.5 billion per month.

The SpaceX slice sits inside Anthropic’s much larger planned infrastructure spend of at least $518 billion over the next decade across six partners. Commitments to Google (~$111 billion), Amazon (~$110 billion), and Microsoft (~$31 billion) are described as largely non-cancelable “regardless of usage.” The SpaceX deals are more flexible. Anthropic has been using the Colossus capacity mainly for inference to keep up with demand rather than training new frontier models. reuters.com