Anthropic could pay SpaceX up to $84.5 billion for NVIDIA compute through 2029

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. 94 clean stories shaped this window, with sentiment bullish at 67/100. Also in focus: Sam Altman announces release of GPT 6.1 Sol, OpenAI's most powerful model yet.