SpaceX CEO Elon Musk said on Thursday SpaceX only agreed to lease the Colossus
AI training data-center cluster to ANTHROPIC for six months, but he added the
agreement "could" be extended to years. "SpaceX did not commit to renting
Colossus for years, though that could indeed happen," Musk said. Earlier this
year SpaceX reached a deal with ANTHROPIC under which ANTHROPIC would pay $1.25
bln per month to use the Colossus and Colossus II clusters in Memphis,
Tennessee; that arrangement was reported as running through May 2029. In a
regulatory filing last week SpaceX said both parties could terminate the
agreement with 90 days' notice; that filing did not mention a six-month lease.
Musk said the deal is a 180-day lease, after which either side can give 90 days'
notice, "We will not strand them, and will provide a reasonable exit plan, but
if compute resources become extremely tight, I have said we may need at some
point to reclaim those resources." SpaceX's IPO application shows the company's
AI unit generated $818 mln of revenue in the March quarter and an operating loss
of about $2.5 bln.
