Elon Musk stepped onto X Thursday to address a wave of speculation that the SpaceX and xAI mogul might yank Anthropic’s access to his companies’ massive compute capacity. Users on the platform had suggested Musk could “boot the AI lab from SpaceX’s servers” as a way to undercut a rival. Musk’s response was swift and unequivocal: he praised Anthropic’s technology, dismissed any intention to sabotage the partner, and reminded followers that such tactics are “not my style.”
In a thread that referenced his September 2025 post, Musk admitted he had been “clearly wrong about Anthropic.” The earlier comment had claimed that “winning was never in the set of possible outcomes for Anthropic.” Today, he acknowledges the company’s market leadership, noting that no other firm has released a model comparable to Anthropic’s Mythos or Fable series and that a Mythos 2 is likely on the horizon.
Anthropic’s relationship with Musk’s aerospace and AI ventures is more than rhetoric. In May, the company signed a three‑year agreement to purchase 300 megawatts of compute from xAI’s Colossus 1 data center near Memphis, Tennessee. The contract locks in payments of $1.25 billion per month through May 2029, a total of roughly $40 billion in revenue for SpaceX’s xAI unit. Google also secured a separate lease of SpaceX infrastructure, paying $920 million per month through June 2029.
When pressed about the competitive implications, Musk pointed to Tesla’s 2014 patent pledge—an initiative that barred the automaker from suing anyone who used its technology in good faith. He also reminded critics that Tesla opened its Supercharger network and charging‑port design to competitors, and that SpaceX launches rival satellite systems without raising prices or imposing unfair terms. “Even my worst enemies can attack me on this platform,” he wrote.
The deal offers tangible benefits beyond the headline‑grabbing dollar figures. By hosting Anthropic’s workloads, SpaceX’s engineers gain hands‑on experience building and supporting the kind of AI infrastructure that fuels the fastest‑growing models. That exposure mirrors the advantage Amazon’s cloud team enjoys from its deep ties to leading AI firms. Musk also noted that, during his legal battle with OpenAI, he acknowledged the industry practice of “AI distilling”—where companies run fake accounts to probe competitors’ models. While Anthropic and Google claim safeguards against such tactics, the proximity of SpaceX’s hardware to Anthropic’s systems could give the former unprecedented insight into the latter’s operations.
Despite the strategic upside, the partnership is not without risk. If Musk were to terminate the contract abruptly, Anthropic would face massive operational disruption, and SpaceX would lose a high‑margin revenue stream. The stakes are high for both sides, and the current arrangement appears mutually beneficial.
As the three‑year contract ages, observers will watch whether Musk’s pledge to “not cut them off” holds up under market pressure or competitive maneuvering. For now, the message is clear: Anthropic is a valued customer, and SpaceX’s compute power will continue to power the AI lab’s next generation of models.
Cet article a été rédigé avec l'assistance de l'IA.
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