This is a 180 day lease with 90 day notice mutual cancellation thereafter. The short term was our request, not Anthropic’s.
We won’t leave them hanging and will provide a reasonable off-ramp, but if compute gets super tight I said we might need it back at some point.
💡 Inside Track & Deep Insight
Elon Musk has directly addressed the terms of SpaceX's lease of the Colossus data center, revealing it is a short-term 180-day agreement with a mutual 90-day notice cancellation clause. Musk emphasized that the short duration was at SpaceX's request, not the tenant Anthropic's, countering earlier speculation about long-term commitments. The statement suggests SpaceX is maintaining strategic flexibility in a tight compute market, potentially to support its own AI initiatives or to reallocate resources rapidly.
Musk's comment that 'if compute gets super tight I said we might need it back' hints at potential supply-demand imbalances in high-performance computing. This could influence sentiment around cloud and data center stocks, as well as AI companies reliant on compute capacity. The 'reasonable off-ramp' commitment mitigates immediate disruption risk for Anthropic, but the underlying message is one of caution and prioritization of SpaceX's internal needs.
👇 Original Post on X
SpaceX has not committed to leasing Colossus for years, although it’s possible that may be what happens.
This is a 180 day lease with 90 day notice mutual cancellation thereafter. The short term was our request, not Anthropic’s.
We won’t leave them hanging and will provide a…
— Elon Musk (@elonmusk) May 28, 2026