Elon Musk refutes rumors: SpaceX and Anthropic offer 180 day short-term leases with computing power recoverable at any time According to Beating monitoring, SpaceX founder Elon Musk has made an urgent clarification regarding rumors from external analysts that SpaceX will lease the Colossus cluster to Anthropic for a staggering $45 billion over three years. Musk has made it clear that SpaceX has not made a multi-year commitment to leasing computing power to Anthropic. The current cooperation is essentially a short-term lease agreement of only 180 days, and upon expiration, either party only needs to give 90 days' written notice to terminate the contract unconditionally at any time. Musk emphasized that locking in short-term contracts was not the intention of Anthropic, but rather a strong demand from SpaceX. In the current global competition for cutting-edge models and tight computing power, SpaceX must retain absolute dominance in reclaiming computing resources at any time. If the internal computing power demand becomes extremely tight in the future, SpaceX will not hesitate to withdraw the cluster. Although he stated that he would not let Anthropic fall into a dire situation and would provide a reasonable transition buffer period, the initiative to terminate the lease is completely controlled by SpaceX. The monthly rental plan disclosed in the prospectus was interpreted by external analysts as evidence of SpaceX's transformation into a computing power hosting service (CaaS) and the successful discovery of a "three-year $45 billion printing press". However, Musk's latest statement indicates that the ownership of computing power is an inalienable strategic sovereignty in the current stage of the AI battle, and SpaceX will not allow itself to become a low-level hardware OEM locked in by competitors for a long time. [Original link]