Newshot 马斯克 responds to Anthropic "early termination of SpaceX compute leasing partnership": We are happy to take it back, but the other side's actual situation may be the opposite
IT Home, November 12: In response to reports that Anthropic may stop leasing SpaceX compute after 2027, Elon 马斯克 said on X that the company would be happy to take back the relevant compute, but he believes the actual situation may be exactly the opposite of what people are guessing.
According to an updated S-1/A prospectus filing Anthropic submitted to the U.S. Securities and Exchange Commission (SEC) on November 10 local time, the company signed and amended multiple compute service agreements with SpaceX's SpaceX.AI LLC between May and October 2026. The agreements involve NVIDIA GPU compute, run through 2029, and have a cumulative spending cap of about $120.5 billion (IT Home note: about 805.639 billion yuan at current exchange rates).
The filing also shows that all agreed compute is expected to be delivered by December 2026, at which point Anthropic's monthly payment will reach about $3.1 billion. However, this amount represents the agreed spending scale under the agreements, not an irrevocable fixed payment commitment. The initial non-cancellable periods of the two agreements end in January and March 2027 respectively, after which either party may terminate the agreements with 90 days' written notice.
The news that Anthropic might end the partnership early initially came from meeting notes posted by X user @jukan05 on November 11. At a meeting with sell-side analysts, Anthropic said its compute contract with SpaceX would not extend beyond mid-2027.
Some users posted that the outside world may have overinterpreted these second-hand meeting notes, and that Anthropic's remarks may also have been answering a hypothetical question: whether the company would continue to bear above-market compute leasing costs if AI compute demand declined.
马斯克 said in response that SpaceX would be happy to take back the relevant compute, no problem, but he believes the actual situation (whether Anthropic renews) may be exactly the opposite of what people are worried about.
In fact, SpaceX has previously stated in relevant filings that it wants to retain flexibility in allocating compute resources. According to SpaceX's previously submitted listing documents, the compute it provides to Anthropic covers the Colossus and Colossus II data centers and involves about 325,000 NVIDIA GPUs. SpaceX said this partnership model allows it both to lease some compute externally and to reallocate resources to its own AI business when needed.
Therefore, if Anthropic ultimately decides to terminate early or not renew the lease, SpaceX could consider using the reclaimed GPU compute for training and inference of its own models such as Grok, or look for other external customers. However, as of now, the two sides have not announced a decision to terminate the partnership.
Related articles
- 马斯克 SpaceX prepares for space AI compute: locks in 100GW of equipment capacity, about 4.4 times the total installed capacity of the Three Gorges Dam
- 马斯克 enters the communications sector: SpaceX's application to purchase the 800MHz golden band has been accepted, covering nearly 100% of the U.S. population
- 马斯克 responds to the SpaceX-Anthropic compute agreement: The contract is two-way, so no one should complain
- 马斯克 SpaceX plans to acquire Boost Mobile to enter the traditional telecom carrier sector; AT&T and T-Mobile are said to have prepared response plans
- Up about 70% month over month: 马斯克 estimates SpaceX fourth-quarter revenue at nearly $25 billion, with shares up more than 8%
- 马斯克 responds to Grok Bot quota being consumed too quickly: Service costs are so high they are unsustainable