Elon Musk just told investors that SpaceX’s Anthropic AI compute deal is not a locked multi-year rental, but a 180-day lease for Colossus with a 90-day cancellation path.
The older reading made the deal look like $1.25B/month through May-29, but Musk says SpaceX wanted the short term because AI compute may become too scarce to rent away for years.
SpaceX wants flexibility because Colossus is not just a side asset, since the same compute infra trains xAI models, support internal AI systems, or become a paid cloud-style business.
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reuters .com/technology/musk-says-spacex-did-not-commit-long-term-colossus-lease-with-anthropic-2026-05-28/