Elon Musk said SpaceX would be happy to take back computing capacity leased to Anthropic, while suggesting that speculation about whether Anthropic will continue the arrangement may have the situation backward. Neither company has announced a decision to end the deal.
According to IT Home’s account of an updated S-1/A filing Anthropic submitted to the US Securities and Exchange Commission on November 10, 2026, Anthropic signed and amended several compute-service agreements with SpaceX.AI LLC between May and October 2026. The agreements cover Nvidia GPU capacity, run through 2029 and have a combined spending ceiling of about $120.5 billion.
The filing says all contracted capacity was expected to be delivered by December 2026, when monthly payments would reach approximately $3.1 billion. That figure reflects the agreements’ spending terms, not an irrevocable fixed-payment commitment. Initial non-cancellable periods for two agreements end in January and March 2027; after that, either party can terminate with 90 days’ written notice.
Speculation about an earlier end to the arrangement came from meeting notes posted by X user @jukan05 on November 11. The notes said Anthropic had told sell-side analysts its SpaceX compute contracts would not extend beyond mid-2027. Another X user suggested the remark might have been an answer to a hypothetical question rather than a statement of intent. Musk replied that SpaceX would be happy to reclaim the capacity, but suggested the reality might be the opposite of what people feared.
IT Home also reports that SpaceX’s earlier filing described the arrangement as covering roughly 325,000 Nvidia GPUs at its Colossus and Colossus II data centers, with flexibility to lease capacity externally or reallocate it to its own AI work.