S.E. Robinson, Jr.(@SERobinsonJr):SPACEXAI: Anthropic’s confidential IPO papers put a ceiling of up to $84.5 billion through 2029 on Nvidia-based compute tied to SpaceXAI's stack. That is above the earlier SpaceX listing figure of about $45 billion for Colossus / Colossus II capacity. Anthropic separately told investors it expects at least $518 billion over a decade with six partners.

S.E. Robinson, Jr.

@SERobinsonJr

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S.E. Robinson, Jr.@SERobinsonJr

2026.09.29 18:11

SPACEXAI: Anthropic’s confidential IPO papers put a ceiling of up to $84.5 billion through 2029 on Nvidia-based compute tied to SpaceXAI's stack. That is above the earlier SpaceX listing figure of about $45 billion for Colossus / Colossus II capacity. Anthropic separately told investors it expects at least $518 billion over a decade with six partners.