TechFlow reports that on May 28, Elon Musk, CEO of SpaceX, stated on Thursday that SpaceX has agreed to lease its Colossus AI training data center cluster to Anthropic for only six months—but added that the agreement “could” be extended to several years. “SpaceX has not committed to leasing Colossus for multiple years, although that could indeed happen,” he said.
Earlier this year, SpaceX entered into an agreement with Anthropic under which the latter pays $1.25 billion per month to access computing capacity from the Colossus and Colossus II data center clusters located in Memphis, Tennessee; the agreement runs through May 2029. Last week, SpaceX disclosed in a regulatory filing that either party may terminate the agreement upon 90 days’ notice. The filing did not mention the six-month lease term.
Musk clarified that the agreement is an 180-day lease contract, after which either party may terminate it with 90 days’ notice. “We won’t leave them stranded and will provide reasonable exit options, but if computing resources become extremely tight, I’ve indicated we may need to reclaim those resources at some point.”
According to SpaceX’s IPO application documents, the company’s AI business unit generated $818 million in revenue for the quarter ended March, with an operating loss of approximately $2.5 billion.
