How long is Anthropic’s lease with SpaceX? Opinions vary.

# Anthropic and SpaceX's AI Computing Deal: What's Really Going On Elon Musk is claiming that his company's agreement to provide expensive computer power to rival AI company Anthropic is temporary and can be ended anytime, but official SpaceX documents show the deal is actually locked in through May 2029—a five-year commitment. This disagreement matters because it signals tension between Musk and Anthropic, and suggests Musk may want an exit strategy from funding his competitor. The conflicting statements leave investors and industry watchers unsure about what the actual deal really is.
Elon Musk is publicly reframing xAI’s massive Anthropic compute deal as short-term and cancellable, despite SpaceX’s own S-1 filing describing payments through May 2029.
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