Market Chatter: Amazon-Backed Anthropic Discloses Up to $84.5 Billion in SpaceX Compute Agreements

03:05 PM EDT, 09/29/2026 (MT Newswires) -- Amazon.com-backed (AMZN) Anthropic disclosed agreements with SpaceX's (SPCX) xAI unit that could result in up to $84.5 billion in spending on Nvidia-based (NVDA) computing capacity through 2029, Reuters reported Tuesday, citing the company's confidential IPO prospectus. The majority of these arrangements carry a cancellation provision requiring 90 days of advance notice, the news agency reported. Amazon, Anthropic, Nvidia and SpaceX did not immediately respond to MT Newswires' requests for comment. (Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.) Price: 248.73, Change: +2.58, Percent Change: +1.05