Rohan Paul@rohanpaul_ai · XElon Musk向投资者澄清，SpaceX为Anthropic提供AI算力的Colossus并非长期锁定租赁，而是一份为期180天的租约，并附带90天的取消路径。此前外界认为该交易价值约每月12.5亿美元并持续至2029年5月，但Musk解释称，SpaceX选择短期条款是因为考虑到AI算力未来可能变得稀缺，不宜长期外租。他强调，Colossus并非闲置资产，同一套计算基础设施将用于训练xAI模型、支持内部AI系统，或可能在未来发展为付费云服务，因此SpaceX需要保持运营灵活性。
Elon Musk just told investors that SpaceX's Anthropic AI compute deal is not a locked multi-year rental， but a 180-day lease for Colossus with a 90-day cancellation path.
The older reading made the deal look like $1.25B/month through May-29， but Musk says SpaceX wanted the short term because AI compute may become too scarce to rent away for years.
SpaceX wants flexibility because Colossus is not just a side asset， since the same compute infra trains xAI models， support internal AI systems， or become a paid cloud-style business.
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reuters .com/technology/musk-says-spacex-did-not-commit-long-term-colossus-lease-with-anthropic-2026-05-28/