Elon Musk would like everyone to read the fine print.<\/p>\n
On Thursday morning, the billionaire wrote on X that SpaceX<\/a> has “not committed to leasing Colossus for years” to Anthropic, clarifying that the current AI compute arrangement is a 180-day lease, with 90-day mutual cancellation rights after that.<\/p>\n That does not contradict one of the most important revelations in SpaceX’s S-1<\/a> \u2014 but it does sharpen the caveat around it.<\/p>\n Inside the sci-fi-ish 277-page<\/a> financial disclosure document, SpaceX reported a $1.25 billion<\/a>-a-month deal with Anthropic for access to compute from its Colossus data centers “through May 2029.” The arrangement, if it lasted in full, could rake in more than $40 billion for SpaceX. The S-1 also noted that the “agreements may be terminated by either party upon 90 days’ notice.”<\/p>\n Musk’s Thursday post added more color about what that means for SpaceX’s side of the bargain: Anthropic may have agreed to pay through May 2029, but SpaceX is saying it has not committed to leasing out the compute for years.<\/p>\n For SpaceX, the deal was one of the flashiest potential revenue streams in the disclosure. It also mattered because SpaceX’s IPO filing pitched investors on a company becoming much more than rockets and Starlink \u2014 with AI infrastructure as a major part of the story.<\/p>\n SpaceX has not committed to leasing Colossus for years, although it\u2019s possible that may be what happens.<\/p>\n This is a 180 day lease with 90 day notice mutual cancellation thereafter. The short term was our request, not Anthropic\u2019s. <\/p>\n We won\u2019t leave them hanging and will provide a\u2026<\/p>\n