Musk says SpaceX would happily take back Anthropic's compute

On November 12, 2026, IT Home reported Elon Musk's response to news that Anthropic might terminate its compute lease with SpaceX ahead of schedule. The speculation first circulated on X, suggesting that Anthropic could stop renting compute capacity from SpaceX after 2027. Musk replied on X that the company would be happy to take back the compute, while adding that the real situation may be the opposite of what people were assuming.

According to an updated S-1/A filing submitted by Anthropic to the U.S. Securities and Exchange Commission (SEC) on November 10, 2026, the company signed and amended multiple compute services agreements with SpaceX.AI LLC, a subsidiary of SpaceX, between May and October 2026. The agreements cover Nvidia GPU compute, with contract terms running through 2029 and a cumulative spending cap of roughly $120.5 billion. The filing states that all committed compute is expected to be fully delivered by December 2026, at which point Anthropic's monthly payments would reach approximately $3.1 billion. However, that figure reflects the agreed spending scale rather than an irrevocable fixed payment commitment. The initial non-cancelable periods of the two agreements end in January 2027 and March 2027 respectively, after which either party can terminate by giving 90 days of written notice. At this point, Musk has spoken publicly on the matter, and the situation remains at the stage of disclosure and response from both sides.