How do I post in #AnthropicSpaceX$84.5B?

When creating a post on OKX Orbit, type # in the editor and select AnthropicSpaceX$84.5B from the dropdown to tag your post with this topic.

What crypto assets are related to AnthropicSpaceX$84.5B?

AnthropicSpaceX$84.5B is associated with various crypto assets. You can view real-time price data and market insights for these assets directly on this page.

Pro vás Sledování Zprávy Aktualizace Messages Profil

#AnthropicSpaceX$84.5B

Q: What is AnthropicSpaceX$84.5B?

AnthropicSpaceX$84.5B is Anthropic’s IPO filing details up to $84.5B in SpaceX-related agreements through 2029 for Nvidia-based compute, most terminable with 90 days’ notice. It previously reported $4.59B in 2025 revenue, an operating loss above $8B, $7.33B in compute and infrastructure spending, and $518B in long-term infrastructure commitments. As its IPO advances, can revenue growth justify rising compute costs and long-term obligations?. Follow this topic on OKX Orbit for the latest community posts and token insights.

Počet diváků: 694,2 tis.|502 příspěvek

About AnthropicSpaceX$84.5B

Anthropic’s IPO filing details up to $84.5B in SpaceX-related agreements through 2029 for Nvidia-based compute, most terminable with 90 days’ notice. It previously reported $4.59B in 2025 revenue, an operating loss above $8B, $7.33B in compute and infrastructure spending, and $518B in long-term infrastructure commitments. As its IPO advances, can revenue growth justify rising compute costs and long-term obligations?

Nejžhavější

Nejnovější

AnthropicSpaceX$84.5B Oblíbené příspěvky

TBNG_OKX

#AnthropicSpaceX$84.5B Anthropic's IPO story may be turning into a race between revenue and compute costs 👀 Up to $84.5B in SpaceX-related agreements sounds huge, but the bigger number is $518B in long-term infrastructure commitments. What caught my attention is the 90-day exit option on many deals. That flexibility matters when 2025 revenue was just $4.59B. AI growth needs compute. But if infrastructure spending keeps outrunning revenue, scale itself could become the biggest risk.

10,81 tis.

LailaaKhan

The AI race is becoming much bigger than chatbots. An $84.5B-scale story around companies like Anthropic and SpaceX highlights how much capital is flowing toward advanced technology and infrastructure. AI needs enormous amounts of compute. That's why the AI investment story keeps expanding into completely different industries. The next phase may be less about one model and more about who can build the infrastructure behind the entire ecosystem. #AI #Anthropic #SpaceX #Tech #Markets

5,91 tis.

kel

Leaked Anthropic financials underwhelming the markets is a valid catalyst for crashing the market psychology (note that 2025 financials don't include most of the claude code aggro-ramp which was mostly in Q1 26) Fear from this is likely contagious, and early in its spread. Understanding regarding the timing mismatch of leaked financials is likely to lag. My current view is that any correlation one crash would be a bountiful blessing if you have the cash and the stones to hit the bid on strong assets/indices with 3-9 quarter outlooks cyrrent List: Zec - privacy Zama - encryption Xbi (especially tempus and natera) - biotech Variational/extended tge watch + derive - derivs pearl, pluralis, subnet index - crypto incentivized compute

kel

Note to self: It appears as though stocks are headed for some correlation 1 crash in the coming weeks to 1-3 months. There's minimal marginal bid after SA and Korean Retail literally selling their souls to long. Discourse around models & ai monetization reeks of complacency.

2,67 tis.

BlueTokenCapital

🚨 $2 TRILLION ANTHROPIC IPO JUST GOT DELAYED. Wait… $2T. And now the IPO is being pushed back. 👀 The reported reasons? 📊 They want more Q3 numbers on the table. 🤖 OpenAI is coming in hotter. 💰 AI compute bills are getting absolutely insane. 📉 Investors want proof that AI can turn explosive growth into real profits. But here’s where it gets spicy: If a $2T AI IPO needs more time to sell the story… what exactly is Wall Street waiting to see? 🔥 Hype cooling off?

1,99 tis.

Quinten

This dropped less than a week after I wrote this thread. Anthropic did $4.6B in revenue in 2025. Operating loss: $8B Future cloud + compute commitments: $518B AI is revolutionary… but the economics behind this capex race are still absolutely insane.

Quinten

1/ I genuinely think AI will change the world. I’m far less convinced investors will make the money they expect. The more I look at the financing, the more I worry about who gets the bill if this goes wrong. And the more interesting Bitcoin becomes to me. 🧵

1,99 tis.

Reuters

EXCLUSIVE: Broadcom to lend Anthropic up to $42 billion to lease its chips, filing says

991

First Squawk

ANTHROPIC IS SET TO MEET POTENTIAL INSTITUTIONAL INVESTORS ON OCTOBER 14 AHEAD OF A POSSIBLE IPO, WITH FORMAL MARKETING POTENTIALLY STARTING AS EARLY AS THE WEEK OF NOVEMBER 9. INVESTORS ARE ESTIMATING A POTENTIAL $1.8 TRILLION-$2 TRILLION VALUATION, AS STRONG BUSINESS AND DEVELOPER ADOPTION FUELS INTEREST WHILE AI SAFETY AND HACKING CONCERNS REMAIN.

536

zerohedge

BBG report of a pre-Thanksgiving IPO by Anthropic sent odds the company goes public by November to 70%. Ant is in a far bigger rush to reload capital unlike OpenAI which is now happy to wait well into 2027

zerohedge

*ANTHROPIC SAID TO TARGET MEGA-IPO BEFORE THANKSGIVING HOLIDAY

525

Ed Zitron

Joined @JackFarley96 on Monetary Matters to talk about Anthropic's $8bn in 2025 losses/$400bn+ in non-cancellable commitments, the skyrocketing cost of AI debt, Oracle's distressed debt, and why the more GPUs they buy, the more expensive everything gets.

699

Markets & Mayhem

Anthropic's IPO is going to be a wild ride. I imagine it won't be that much different than SpaceX. Where it pops initially, and then spends a month or two doing real price discovery. It's also coming to market at a rather high premium. One that may end up being discounted by the market until they prove themselves with a quarter or two of earnings.