Updated
Updated · Business Insider · Jul 9
Musk Calls Anthropic AI Leader After $1.25 Billion-a-Month SpaceX Compute Deal
Updated
Updated · Business Insider · Jul 9

Musk Calls Anthropic AI Leader After $1.25 Billion-a-Month SpaceX Compute Deal

3 articles · Updated · Business Insider · Jul 9

Summary

  • Elon Musk said Thursday he was "clearly wrong about Anthropic," calling the company the current AI leader and praising its Mythos and Fable models in an X post.
  • The reversal follows a May compute agreement giving Anthropic access to more than 300 megawatts at SpaceX's Colossus 1 data center—over 220,000 Nvidia GPUs—for $1.25 billion a month through May 2029.
  • Musk also said he would never cut Anthropic off in a way that badly hurt it, even as a competitor, after an X user suggested SpaceX could cripple the startup by denying compute.
  • The shift is stark because Musk had repeatedly attacked Anthropic for months, calling it "hypocritical," "woke" and unlikely to win the AI race before the partnership.
  • That warmer tone underscores how critical compute supply has become in AI, turning fierce model rivals into major infrastructure customers and partners.

Insights

Is SpaceX's $40 billion deal a brilliant pivot or a bet on its own AI competitor?
Can Anthropic's top AI be secure on a competitor's hardware amid rampant model theft?
With rivals now sharing infrastructure, who truly controls the future of artificial intelligence?