Why did Anthropic pay SpaceX such a hefty premium while renegotiating prices with other cloud providers? https://x.com/fundaai/status/2116706904181510311 Quoted @FundaAI: Breaking down Anthropic’s 3Q26 inference costs, we can see that SpaceX captured the vast majority of the incremental spend, while AWS, GCP, and, to a lesser extent, Azure captured just $820 million combined. This makes it hard not to speculate that Anthropic renegotiated compute pricing with its cloud providers in 3Q26, weighing on AWS’s and GCP’s growth.