ANTHROPIC MAY PAY $SPCX $120.5B FOR COMPUTE 🤯 That’s the ceiling disclosed in Anthropic’s S-1. And the economics get wild once the full capacity comes online in December. ~$3.1B/month in payments ~$37B annualized ~$9.3B for just one quarter For context, SpaceX did $14.6B in total revenue last quarter. The fun part? Anthropic is renting compute from a company building its own AI to compete with Claude. One big caveat: $120.5B is a contractual maximum, not guaranteed spending. Exit windows open in early 2027. Still, SpaceX is turning GPU capacity into a massive revenue engine, while scaling its own AI ambitions. Who needs to choose between building AI and selling shovels when you can do both?