据 IPO 招股书披露，Anthropic 到 2029 年可能向 SpaceX 支付最高 845 亿美元，采购基于 NVIDIA 的算力，这一数字接近 SpaceX 此前披露的约 450 亿美元潜在支出上限的两倍。此前的协议显示 Anthropic 每月支付 12.5 亿美元，期限可达三年。Anthropic 预计未来十年将在 AI 基础设施上投入至少 5180 亿美元。
新披露的算力采购规模约为此前已知协议上限的两倍，可与 Anthropic 未来十年的基础设施预算对照看。
BREAKING: Anthropic discloses $84.5 billion SpaceX Compute Agreements through 2029.
Anthropic could pay SpaceX up to $84.5 billion for NVIDIA-based computing capacity, according to its IPO prospectus.
• The $84.5B figure is nearly double the roughly $45B in potential spending previously disclosed by SpaceX.
• Anthropic announced its initial agreement to lease computing capacity from SpaceX in May
• SpaceX’s IPO paperwork showed Anthropic had agreed to pay $1.25B per month
• That deal could run for three years, potentially totaling nearly $45B
• The newly disclosed agreements extend through 2029
• Anthropic expects to spend at least $518B on AI infrastructure over the next decade
This is a massive validation of SpaceXAI’s infrastructure. SpaceX is rapidly emerging as a major provider of the computing power needed to build frontier AI.
来源：@cb_doge · x.com