๐จ BREAKING: SpaceX locked Anthropic into paying them $3.1 billion per MONTH for compute starting December
$37B a year
= $120.5 BILLION through 2029
Every month, ~80% of Anthropic's current revenue would be SpaceXSI compute bill
BIGGER than its Google and Amazon long-term deals
Anthropic warns short-term compute "carries a higher cost per unit" and will "compress our operating margin"