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Elon Musk says SpaceX has only committed to a 180-day compute agreement with Anthropic
On Thursday, Musk wrote on X the deal between SpaceX and Anthropic is a "180 day lease."
TL;DR
- Elon Musk stated SpaceX has a 180-day lease for AI compute with Anthropic, not a multi-year commitment.
- SpaceX's S-1 filing indicated a deal with Anthropic for compute through May 2029, potentially worth over $40 billion.
- The S-1 filing also noted that agreements could be terminated by either party with 90 days' notice.
- Musk clarified that SpaceX may need the compute resources back if demand becomes tight.
- AI infrastructure is a key part of SpaceX's strategy to present itself as more than a rocket company to investors.
- Musk assured Anthropic would have a reasonable off-ramp but emphasized potential need for the compute.
- Neither SpaceX nor Anthropic immediately responded to a request for comment.