xAI signed a compute agreement with Anthropic for exclusive access to the Colossus cluster, involving billions of dollars per month. Elon Musk stated that SpaceX had not committed to leasing Colossus for years and described a 180-day lease with mutual cancellation after 90 days’ notice. He said the short term was requested, that an off-ramp would be provided, and that compute might need to be reclaimed if demand became tight. SpaceX’s S-1 filing describes a three-year arrangement with monthly fees through May 2029 and termination possible with 90 days’ notice. xAI did not provide clarification.
"“SpaceX has not committed to leasing Colossus for years, although it's possible that may be what happens,” he said, replying to a user. “This is a 180 day lease with 90 day notice mutual cancellation thereafter. The short term was our request, not Anthropic's. We won't leave them hanging and will provide a reasonable off-ramp, but if compute gets super tight I said we might need it back at some point.”"
"“On May 3, 2026, the Company entered into a cloud services agreement with Anthropic PBC, an AI research and development public benefit corporation, with respect to access to compute capacity. Pursuant to this agreement, the customer has agreed to pay a monthly fee through May 2029, with capacity ramping in May 2026 at a reduced fee. The agreement may be terminated by either party upon 90 days' notice.”"
"“The customer has agreed to pay a monthly fee through May 2029” - a pretty straightforward description of a three-year lease. The same language is repeated on F-96 and in slightly varied form (“the customer has agreed to pay us $1.25 billion per month through May 2029”) on pages 13 and 146, so it's not as if there was a typo."
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