Musk Contradicts SpaceX Filing on $1.25 Billion-a-Month Anthropic Deal Through 2029
Updated
Updated · TechCrunch · May 28
Musk Contradicts SpaceX Filing on $1.25 Billion-a-Month Anthropic Deal Through 2029
12 articles · Updated · TechCrunch · May 28
Musk said on X that SpaceX’s Colossus arrangement with Anthropic is only a 180-day lease, cancellable after that with 90 days’ mutual notice, not a multiyear commitment.
SpaceX’s recent S-1 says the customer agreed to pay $1.25 billion per month through May 2029, with the same three-year framing repeated in multiple sections of the filing.
That mismatch leaves unclear whether Anthropic is locked into paying through 2029, whether SpaceX is obliged to provide capacity that long, or whether both sides can exit on 90 days’ notice.
The discrepancy matters because the comments came during SpaceX’s quiet period and concern a potentially material revenue contract; xAI did not respond to requests for clarification.
Why is Elon Musk's xAI leasing its most powerful supercomputer to its direct AI rival, Anthropic?
Musk's tweet and IPO filing tell different stories about a billion-dollar AI deal. Who is telling the truth?