Elon Musk clarifies details about SpaceX and Anthropic’s latest AI agreement.
SpaceX CEO Elon Musk said Thursday that the IPO-bound company had agreed to lease its Colossus AI training data center cluster to Anthropic for only six months, though he said it was “possible” the arrangement could extend to several years.
“SpaceX has not committed to leasing Colossus for years, although it is possible that may be the case,” Musk said in a post on X.
Earlier this year, SpaceX struck a deal to pay Anthropic $1.25 billion per month to use compute capacity from its Colossus and Colossus II data center clusters in Memphis, Tennessee, through May 2029.
SpaceX, which filed for an IPO last week, said in a regulatory filing that the two companies could end the agreement with 90 days’ notice. There was no mention of a six-month lease in the filing.
The agreement is for a 180-day lease followed by a mutual 90-day cancellation notice, Musk said.
“Short term was our request, not Anthropic’s,” he said on X, referring to the Colossus deal.
“We won’t leave them hanging and provide a reasonable off-ramp, but if the calculations get too tight, I said we may need to at some point,” the billionaire said.
Last week, Musk posted on Twitter that SpaceX was in discussions with other companies about “offering AI compute as a service at significant scale.”
According to its IPO filing, SpaceX’s AI segment lost nearly $2.5 billion from operations in the March quarter on segment revenue of $818 million.
This comes as Elon Musk-owned SpaceX and Dario Amodei’s Anthropic have entered into a strategic computing partnership to meet growing AI demands.
The highly anticipated deal will give Anthropic access to SpaceX’s massive data centers, helping the US-based artificial intelligence company keep pace with growing demands for cloud AI services.
