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How long is Anthropic's lease with SpaceX? Opinions vary

Elon Musk is publicly reframing xAI’s massive Anthropic compute deal as short-term and cancellable, despite SpaceX’s own S-1 filing describing payments through May 2029.

How long is Anthropic's lease with SpaceX? Opinions vary

TL;DR

  • xAI signed a major compute deal with Anthropic.
  • Elon Musk stated on X that the deal is a 180-day lease with mutual cancellation, initiated by xAI's request.
  • SpaceX's S-1 filing contradicts Musk's statement, describing the deal as a three-year agreement with monthly payments extending through May 2029.
  • The filing explicitly states Anthropic has agreed to pay a monthly fee through May 2029.
  • xAI did not respond to a request for clarification on the deal's duration.