Elon Musk Warns SpaceX Could Pull Back Anthropic’s $45B AI Compute Deal If Capacity Gets ‘Super Tight’

• Musk stated that the Anthropic deal is a six-month lease with a 90-day mutual cancellation option thereafter.
• He added that the deal’s short-term validity was at SpaceX’s request, not Anthropic's.
• SpaceX and Anthropic announced an AI compute deal earlier this month, giving the startup behind the Claude models access to Colossus 1, one of the world’s largest and fastest-deployed AI supercomputers.

SpaceX (SPCX) CEO Elon Musk on Thursday warned that the company could pull back on Anthropic’s $45 billion AI compute deal if capacity gets “super tight.”

Musk issued the clarification in a post on X, saying that SpaceX has not committed to leasing Anthropic the AI compute capacity at Colossus for years.

“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,” he said.

What Is The SPCX, Anthropic Deal About?

SpaceX and Anthropic announced an AI compute deal earlier this month, giving the startup behind the Claude models access to Colossus 1, one of the world’s largest and fastest-deployed AI supercomputers.

Colossus 1 features over 220,000 NVIDIA GPUs, including dense deployments of H100, H200, and next-generation GB200 accelerators.

Anthropic stated that the deal gives it access to more than 300 megawatts of new capacity. As part of the agreement, SpaceX and Anthropic have also discussed partnering to develop multiple gigawatts of orbital AI computing capacity.

Anthropic co-founder Tom Brown revealed in a post on X that the Claude-maker will be scaling up on GB200 capacity in Colossus 2 throughout June.

Musk Says SPCX In Discussions With Other Companies For Similar Deals

In another post on X, Musk stated that SpaceX is in discussion with other companies as well for similar deals.

He said SpaceX is now offering AI computing capacity as a large-scale service and expects to expand that capability significantly over time, particularly through orbital data centers designed to support AI workloads at massive scale.

Critical Deal For SPCX Ahead Of IPO

The $45 billion Anthropic deal is critical for SpaceX ahead of its initial public offering that would value the company at about $1.75 trillion.

SpaceX filed its long-awaited S-1 registration statement with the U.S. Securities and Exchange Commission (SEC) last week, reporting revenue of $18.7 billion in 2025. In the first quarter (Q1) this year, the company’s revenue came in at $4.7 billion, according to the filing.

The Procure Space ETF (UFO) is up 165% over the past 12 months, while the ARK Space & Defense Innovation ETF (ARKX) is up 72%.

The Spear Alpha ETF (SPRX) is up 101% during this period, while the Global X Space Tech ETF (ORBX) is up 52%.

Also See: PCE Report: Fed's Preferred Inflation Gauge Rises 3.8% In April, Q1 GDP Revised Downward To 1.6%

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