Elon Musk clarified that SpaceX's lease of its Colossus 1 data center to Anthropic is a 180-day base agreement with a mutual 90-day cancellation right — not the widely reported three-year, $45bn deal. The revision is significant given SpaceX's ongoing IPO roadshow, as the S-1 filing references the 90-day cancellation clause but omits the 180-day base term. Anthropic had already used the Colossus 1 compute capacity (220,000+ Nvidia GPUs) to raise Claude Code and Opus API rate limits. The shorter lease term means Anthropic's access is a near-term bridge rather than a structural infrastructure anchor, and raises SEC disclosure questions about material commercial agreements in the IPO filing.
