Elon Musk just told investors that SpaceX’s Anthropic AI compute deal is not a locked multi-year rental, but a 180-day l…
Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-05-28
Elon Musk clarifies to investors that SpaceX's compute arrangement with Anthropic for the Colossus cluster is a flexible 180-day lease with a 90-day cancellation clause, contradicting earlier readings that implied a locked multi-year $1.25B/month deal.
Appears in
Extraction
Topics: anthropicspacexai-computeai-infrastructure-deals
Claims
- SpaceX's compute deal with Anthropic covers the Colossus cluster on a 180-day lease basis, not a locked multi-year contract.
- The arrangement includes a 90-day cancellation path, giving SpaceX the ability to exit quickly.
- Prior market interpretations had valued the deal at approximately $1.25B/month through May 2029.
- SpaceX deliberately chose the short-term lease structure rather than a longer commitment.
Key quotes
SpaceX's Anthropic AI compute deal is not a locked multi-year rental, but a 180-day lease for Colossus with a 90-day cancellation path
SpaceX wanted the short [term structure]