Elon Musk said SpaceX would be willing to take back computing capacity leased to Anthropic, while suggesting that speculation about whether Anthropic will continue the arrangement may have the situation backward. Neither company has announced a decision to end the contracts.
According to IT Home’s November 12 report, an updated S-1/A filing submitted by Anthropic to the US Securities and Exchange Commission on November 10 describes several computing-services agreements signed and amended with SpaceX.AI LLC between May and October 2026. The agreements cover Nvidia GPU capacity through 2029, with a combined spending ceiling of about $120.5 billion. The filing says all contracted capacity is expected to be delivered by December 2026, when Anthropic’s monthly payments would reach approximately $3.1 billion. That spending figure is not an irrevocable fixed-payment commitment.
The two agreements’ initial non-cancellable periods end in January and March 2027, respectively. After those dates, either party can terminate with 90 days’ written notice.
Speculation about an earlier end to the arrangement came from meeting notes posted on X by user @jukan05 on November 11. The notes attributed to Anthropic a statement that its SpaceX compute contracts would not extend beyond mid-2027. Another X user suggested the secondhand account might have been overinterpreted, and that Anthropic may have been answering a hypothetical question about whether it would keep paying above-market rental rates if AI compute demand fell. Musk replied that SpaceX would have no problem taking the capacity back, but suggested the reality could be the opposite of what people feared.
IT Home also reports that SpaceX’s earlier listing documents described the Anthropic arrangement as covering about 325,000 Nvidia GPUs across the Colossus and Colossus II data centers. SpaceX said the arrangement allows it to rent out some capacity while retaining the option to reallocate resources to its own AI operations. Whether either company will exercise its contractual options remains unresolved.
Source: ithome.com (originally published 2026-11-12 12:53 UTC+8)