A new report claims Anthropic's potential spending on SpaceX's NVIDIA-based computing capacity could reach $84.5 billion through 2029, nearly double the $45 billion previously disclosed. The original May deal was $1.25 billion per month for three years. The extended agreements are mostly cancelable with 90 days' notice.

One free account opens every story complete, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone. No card. The wire stays free to read.