金色财经
金色财经|Nov 14, 2026 06:27
[Musk Responds to Anthropic Withdrawal Rumors, SpaceX Plans $74 Billion Investment for Capacity Expansion] According to a report by Golden Finance on November 14th (based on Bitcoin.com), regarding rumors that Anthropic might not renew its computing power agreement, Musk responded on November 11th, saying, "We'd love to take back computing power, no problem, but I think the opposite will happen." On November 12th, SpaceX announced investments in two AI supercomputing parks in Texas and Arizona, totaling over $74 billion: over $24 billion in Starbase, Texas, and approximately $50 billion in Cochise County, Arizona. Anthropic's filings show that its computing power agreement with SpaceX.AI is worth up to $120.5 billion, extending to 2029, with monthly payments of approximately $3.1 billion once capacity is in place. SpaceX's third-quarter revenue was $14.58 billion, with the superintelligence division accounting for 52% and a single customer B (Bloomberg identifies this as Anthropic) accounting for 34.5%.
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