SpaceX CEO Elon Musk said Thursday that the company’s agreement to lease computing capacity from its Colossus AI data center clusters to Anthropic was initially structured as a six-month arrangement, despite the possibility that the partnership could continue for a longer period.
“SpaceX has not committed to leasing Colossus for years, although it’s possible that may be what happens,” Musk wrote in a post on X.
Earlier this year, SpaceX reached agreements under which Anthropic would pay approximately $1.25 billion per month for access to computing resources from the Colossus and Colossus II AI training clusters located in Memphis, Tennessee, through May 2029.
However, Musk clarified that the current agreement is shorter in duration than some interpretations of the IPO filing suggested.
According to regulatory documents filed last week ahead of SpaceX’s planned initial public offering, both parties have the right to terminate the contracts with 90 days’ notice. The filing itself did not specifically reference a six-month lease period.
Neither SpaceX nor Anthropic immediately responded to Reuters requests for comment outside regular business hours.
Musk later explained on X that the arrangement consists of a 180-day lease followed by a mutual 90-day cancellation notice provision.
“The short term was our request, not Anthropic’s,” he said in a separate post discussing the Colossus agreement.
“We won’t leave them hanging and will provide a reasonable off-ramp, but if compute gets super tight I said we might need it back at some point,” the billionaire added.
Last week, Musk also said on X that SpaceX was in talks with additional companies about “offering AI compute as a service at significant scale.”
According to the company’s IPO filing, SpaceX’s AI division posted an operating loss of roughly $2.5 billion during the March quarter while generating segment revenue of $818 million.