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If Anthropic leaves and SpaceX cannot replace that revenue, it would be a major hit to SpaceX's sales.
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“The contract with SpaceX will not be extended beyond the middle of next year.” Anthropic is set to pay $9.3B/quarter but can exit in 2027. If ANT walks and SpaceX can’t replace the revenue, that’s a ~17% hit to projected H2 sales, assuming it wasn’t in analyst projectionsRead original on X
Anthropic will apparently stop renting SpaceX’s compute by the middle of 2027. but I think it’s likely that SpaceX is the one ending that deal, to free up more compute for Grok. Elon said back in May about the Anthropic lease that “if compute gets super tight we might need it back at some point.” and it looks like they do need it back: > the release of new Grok models feels too far apart which is clearly a compute problem > they don’t have a model “family” of different weights, which adds even more pressure on the compute > Grok Bot adds more demand and Elon already said its serving costs are unsustainable it looks like compute is super tight for what SpaceXAI wants to build.Read original on X
Anthropic could exit its $9.3 billion quarterly SpaceX compute contract in 2027
Anthropic's $9.3 billion quarterly SpaceX compute deal will not be extended past mid-2027
SpaceX's compute contract with Anthropic will not be extended past mid-2027
SpaceX will not extend its $9.3 billion-a-quarter Anthropic compute contract
SpaceX will not extend its $9.3 billion-a-quarter Anthropic contract
Anthropic could exit its $9.3 billion quarterly SpaceX contract
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