finance
SpaceX Clarifies 180-Day Compute Lease With Anthropic
Elon Musk stated on X that SpaceX's agreement with Anthropic is a 180-day lease with 90-day mutual cancellation rights. The clarification follows the disclosure of a potential multi-year revenue stream in SpaceX's S-1 filing.
May 28, 1:05 PM·1m read1 source
Audio version
Tap play to generate a narrated version.
Developing·Limited corroboration so far. This page will refresh as more sources emerge.
Elon Musk wrote on X on Thursday that SpaceX has not committed to leasing its Colossus supercomputer to Anthropic for years. He described the current arrangement as a 180-day lease with 90-day mutual cancellation rights after that period. 25 billion-a-month deal with Anthropic for compute access through May 2029.
If the agreement ran its full term, the arrangement could generate more than $40 billion for SpaceX.
The S-1 document already noted that either party may terminate the agreements upon 90 days' notice. Musk's post emphasized that the short initial term was requested by SpaceX, not Anthropic. Musk added that SpaceX would provide a reasonable off-ramp if its own AI operations require the compute capacity.
He stated the company would not leave Anthropic without alternatives but might reclaim the resources if compute becomes limited. SpaceX and Anthropic did not immediately respond to requests for comment.
Transparency
How sources framed this
Single source — no framing comparison available.
CorroborationLimited · 1 source
