Abstract:
In response to the news that Anthropic may stop leasing SpaceX computing power after mid-2027, SpaceX CEO Elon Musk responded on the X platform that the company is happy to take back the relevant computing power, but he believes that the actual situation may be the opposite.
Update from Anthropic filed with the SEC on November 10 According to the prospectus document,
the company signed and revised multiple computing power agreements with SpaceX's subsidiary SpaceX.AI from May to October this year. The contract involves Nvidia GPU computing power, with the term extended to 2029, and the planned expenditure limit is US$120.5 billion.
All computing power is expected to be delivered in December this year, and the monthly cost will be approximately US$3.1 billion.The scale of the cooperation initially disclosed by the two parties was US$1.25 billion per month, covering approximately 325,000 Nvidia GPUs in Colossus and Colossus II data centers. SpaceX stated at the time that this contract structure could not only monetize part of its computing power externally, but also reserve space for reallocating resources to its own AI business in the future.
As of the end of September, SpaceX has deployed approximately 1.7 GW of computing power. Musk had previously expected that this scale would increase to 2.5 to 3 GW by the end of the year, and was confident that approximately 10 GW would be added in 2027, and ideally the total scale could exceed 20 GW. If Anthropic eventually reduces or stops renting, the recovered computing power can be used in its own models such as Grok, or re-provided to other external customers.
Comments