How long is Anthropic’s lease with SpaceX? Opinions vary.
Earlier this month, xAI signed a major compute deal with Anthropic, pledging billions of dollars a month for exclusive use of the company’s Colossus cluster. It was a coup for both companies, giving xAI some much-needed revenue and helping Anthropic catch up in the never-ending race for compute.
But this morning on X, Elon Musk downplayed exactly how much SpaceX had committed to the deal.
“SpaceX has not committed to leasing Colossus for years, although it’s possible that may be what happens,” he said, replying to a user. “This is a 180 day lease with 90 day notice mutual cancellation thereafter. The short term was our request, not Anthropic’s. We won’t leave them hanging and will provide a reasonable off-ramp, but if compute gets super tight I said we might need it back at some point.”
Musk’s statement directly contradicts SpaceX’s recent S-1 filing, which confirms the...
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