Google locks in $920 million-a-month AI capacity deal with SpaceX
What's new: The pact covers about 110,000 Nvidia GPUs through June 2029 and gives Google an exit if capacity misses a Sept. 30, 2026 deadline.
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Anthropic files for IPO, setting up a major test of AI valuations
What's next: The offering could expose Anthropic's gross margins and reset pricing for private AI rivals.
Bloomberg, CNBC