Anthropic S-1 文件披露与 SpaceXSI 算力合同最高达 1205 亿美元
Anthropic 和 SpaceXSI 的算力合同细节曝光，年化最高 372 亿美元，取消条款都写清楚了，想看大厂怎么锁定算力的可以翻翻。
Anthropic 的 S-1 文件显示，公司将向 SpaceXSI 采购算力，潜在累计支出最高 1205 亿美元。全部容量交付预计在 2026 年 12 月，届时合计月付款约 31 亿美元，年化约 372 亿美元。合同初始不可撤销期分别于 2027 年 1 月和 3 月结束，此后任一方可提前 90 天书面通知取消。另有 2026 年 5 月至 10 月间签订并修订的 NVIDIA GPU 算力协议，期限延伸至 2029 年。
BREAKING: Anthropic to spend up to $120.5 billion on compute from SpaceXSI.
Anthropic’s S-1 filing reveals:
• Approximately $3.1 billion in combined monthly payments once all capacity is delivered, equivalent to roughly $37.2 billion annualized.
• Full capacity delivery expected in December 2026, with different fees during the ramp-up.
• Initial non-cancellable periods end in January 2027 and March 2027, depending on the agreement.
• Afterwards, either party can cancel with 90 days’ advance written notice.
• Agreements for NVIDIA GPU compute entered into and amended between May and October 2026, with terms extending into 2029.
The $120.5 billion represents potential aggregate spending, subject to those cancellation rights.
