Musk states that SpaceX has only agreed to a six-month lease of Colossus AI with Anthropic

SpaceX CEO Elon Musk stated on Thursday that the company has only agreed to lease its Colossus AI training data center clusters to Anthropic for a duration of six months. However, he noted that this arrangement could potentially extend for multiple years. “SpaceX has not committed to leasing Colossus for years, although it’s possible that may be what happens,” Musk mentioned in a post on X.

Earlier this year, SpaceX signed agreements with Anthropic for a payment of $1.25 billion per month to utilize computing capacity from its Colossus and Colossus II data center clusters located in Memphis, Tennessee, extending through May 2029.

SpaceX, which submitted its IPO filing last week, indicated in the regulatory documents that either company could end the agreements with a 90-day notice. The filing did not reference the six-month lease.

SpaceX and Anthropic did not respond promptly to a request for comment from Reuters outside of regular business hours.

The agreement is a 180-day lease with a mutual 90-day cancellation notice thereafter, Musk stated. “The short term was our request, not Anthropic’s,” he mentioned on X, referring to the Colossus deal.

We won’t leave them hanging and will provide a reasonable off-ramp, but if compute gets super tight, I mentioned that we might need it back at some point,” the billionaire added.

Last week, Musk shared on X that SpaceX was engaging in discussions with various companies regarding the potential of “offering AI compute as a service at significant scale.

SpaceX’s AI segment reported an operational loss of approximately $2.5 billion for the March quarter, with segment revenue totaling $818 million, as detailed in its IPO filing.