Elon Musk announced that he would lease the process power of the Colossus information center within SpaceX and xAI to the Anthropic company. However, there were notable differences between Musk’s statements and official documents regarding the duration of this cooperation.

In his post on the X platform, Musk stated that the agreement with Anthropic actually covers a 180-day rental period. After this period, the parties have the right to terminate the agreement with a 90-day notice period.

Contradictions During the Agreement Duration

The situation draws a different picture in the S-1 document that SpaceX submitted to the SEC before the public offering process. According to official documents, Anthropic has agreed to pay $1.25 billion monthly until May 2029.

Musk stated that the short-term rental demand came from them and emphasized that they could take back this capacity if the need for process power increases. The company states that they will not leave Anthropic in a difficult situation, but that they keep the withdrawal option secret if the compute capacity becomes limited.

This is interpreted as Musk’s effort to prove to investors that data center capacity is a rentable and profitable business model. SpaceX aims to realize one of the largest public offerings in history by diversifying its income items before the public offering.

Strategic Moves Before IPO

During this period when SpaceX is preparing for the public offering process, the company is trying to guarantee as many agreements as possible. This short-term lease with Anthropic allows the company to gain flexibility according to future process power requirements.

The difference between the three-year commitment in the official documents and Musk’s 180-day rental announcement turned eyes towards Anthropic. There has been no statement from Anthropic regarding this issue yet, and the exact situation between the parties remains unclear.

What do you think about SpaceX’s strategic move and the way it manages its information center capacity?