Musk Reveals Anthropic Compute Deal Is Only a 6‑Month Lease

Elon Musk clarified that SpaceX did not commit to a multi year lease of its Colossus 1 data center to Anthropic, contradicting earlier reports of a three year contract worth 45 billion dollars. The agreement is actually a 180 day base lease with a mutual 90 day cancellation provision, which was requested by SpaceX to retain compute flexibility for xAI. This revelation creates a potential disclosure gap in SpaceX's recent IPO filing, as the S-1 document mentions the cancellation clause but omits the short six month base term. Analysts are expected to press for answers on this discrepancy during the upcoming IPO roadshow in June.

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