How long is Anthropic’s lease with SpaceX? Opinions vary.
Elon Musk has clarified the terms of SpaceX's lease with Anthropic, stating it is a short-term agreement rather than a long-term commitment. This contradicts SpaceX's recent S-1 filing, which describes the deal as a three-year lease. The situation raises questions about the accuracy of the information provided by both companies regarding the lease duration.
- ▪Elon Musk stated that SpaceX's lease with Anthropic is a 180-day agreement with a 90-day mutual cancellation notice.
- ▪SpaceX's S-1 filing describes the deal as a three-year agreement with payments through May 2029.
- ▪The discrepancy between Musk's comments and the S-1 filing has led to confusion about the terms of the lease.
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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.
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