Musk denies rumors: SpaceX's partnership with Anthropic is a short-term 180-day lease and the computing power can be reclaimed at any time.

According to ME AI , based on Beating's monitoring, SpaceX founder Elon Musk has issued an urgent clarification regarding rumors from external analysts that SpaceX would lease its Colossus cluster to Anthropic for a staggering $45 billion over three years. Musk explicitly stated that SpaceX has not made any multi-year commitment to lease computing power to Anthropic. The current cooperation is essentially a short-term lease agreement of only 180 days, which can be terminated unconditionally by either party with 90 days' written notice upon expiration. Musk emphasized that locking in a short-term contract was not Anthropic's intention, but rather a firm requirement from SpaceX. Given the current global competition for cutting-edge large-scale models and the scarcity of computing power, SpaceX must retain absolute control over the ability to reclaim computing resources at any time. If internal computing power needs become extremely strained in the future, SpaceX will not hesitate to reclaim the cluster. While he stated that he would not allow Anthropic to be driven into a corner and would provide a reasonable transition period, the initiative to terminate the lease rests entirely with SpaceX. The monthly rental payment plan disclosed in the prospectus was interpreted by external analysts as irrefutable evidence that SpaceX was transforming into a computing power hosting service (CaaS) and had successfully uncovered a "$45 billion money-printing machine over three years." However, Musk's latest statement indicates that ownership of computing power is an inalienable strategic sovereignty in the current decisive stage of artificial intelligence, and SpaceX will not allow itself to become a low-level hardware foundry locked in by competitors in the long term. (Source: ME)