A Hacker News user asks whether the reported IPO plans of OpenAI, SpaceX/xAI, and Anthropic signal that their investors believe AI valuations have peaked and are looking to cash out before a potential downturn.
SpaceX's S-1 filing reveals Cloud Services Agreements with Anthropic, under which Anthropic will pay $1.25 billion per month through May 2029 for compute capacity across SpaceX's COLOSSUS and COLOSSUS II clusters, which also support SpaceX's own AI applications like Grok 5.
The post claims that SpaceX's upcoming IPO will be an exceptionally lucrative event for the technology sector.