Scenario description
Assume that on or before 2026-12-31, Anthropic, SpaceX, an IPO filing/prospectus update, or a comparable company-confirmed disclosure reaffirms that Anthropic’s SpaceX Nvidia-based compute arrangements remain substantially in force near the reported up-to-$84.5 billion through-2029 scale, despite the reported 90-day termination optionality. The initiating change is not mere absence of bad news: it is a new filing, prospectus update, contract disclosure, or company-confirmed statement that keeps the SpaceX commitment materially intact as a future compute obligation or capacity arrangement.