AI BriefingConflicting Claims Over the Duration of Anthropic's SpaceX Lease
Key point
Elon Musk's statements and SpaceX's SEC filing are at odds over the duration of Anthropic's computing lease with SpaceX.
Details
xAI recently signed a large-scale computing agreement with Anthropic for use of the Colossus cluster. This agreement plays an important role in providing revenue for xAI and securing computing resources for Anthropic.
However, Elon Musk recently claimed on X that the agreement is not a long-term lease. He explained that the deal is a 180-day lease, after which it becomes a short-term arrangement that can be mutually canceled with 90 days' notice.
This directly contradicts the content of SpaceX's recent S-1 filing. According to the filing, Anthropic agreed to pay monthly costs through May 2029, which suggests this is effectively a 3-year contract.
The filing includes a clause allowing termination with 90 days' notice, but the fact that a payment period is specified makes it difficult to view this as simply a short-term lease. This discrepancy in information could constitute a material misstatement during the company's Quiet Period.
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