Is a roughly $3.1 billion-a-month compute deal ending early? After a report that Anthropic won't renew with SpaceX, Musk says he'd gladly take the compute back ↗
Secondhand meeting notes circulated on Nov. 11 said Anthropic told sell-side analysts its compute contract with SpaceX won't run past mid-2027. Elon Musk replied on X: "We would be happy to take the compute back. No problem. But I think the opposite is going to happen." Anthropic's IPO filing puts the deals at up to $120.5 billion through 2029, about $3.1 billion a month once fully delivered, with 90-day exit rights after the non-cancelable periods. Anthropic has not publicly confirmed any termination.