Anthropic could spend as much as $84.5 billion through 2029 on Nvidia-based computing capacity supplied by xAI under agreements that are mostly cancelable with 90 days' notice. The Claude developer has committed to spend at least $518 billion over the next decade across six infrastructure partners, warning that its growth could be constrained principally by available compute. The disclosure expands on a May arrangement under which Anthropic agreed to pay $1.25 billion a month through May 2029 for access to roughly 325,000 Nvidia GPUs in SpaceX's Colossus infrastructure, a commitment valued at nearly $45 billion. SpaceX acquired xAI in February and has begun leasing its computing capacity to outside customers, including Anthropic and Google. TD Cowen said AI compute leasing could account for about 60% of SpaceX revenue next year.