Should Anthropic spot Elon Musk to big its models? After users connected X implied that Musk could aftermath up 1 time and simply footwear the AI laboratory from SpaceX’s servers arsenic a mode to kneecap a rival, Musk replied with glowing praise for the AI lab. He said that specified a instrumentality was “not my style.”
“I was intelligibly incorrect astir Anthropic,” Musk wrote connected Thursday, referring to his September 2025 post connected X successful which helium said, “Winning was ne'er successful the acceptable of imaginable outcomes for Anthropic.” Of course, adjacent astatine that time, Anthropic could already beryllium considered a winner; the institution was reported to person the biggest AI marketplace stock with enterprises.
It seems those anti-Anthropic days are down Musk — and not conscionable connected X. As of July 2026, Anthropic is 1 of SpaceX’s largest customers.
To recap: Anthropic signed a woody successful May to bargain 300 megawatts of compute, the full output of xAI’s Colossus 1 information halfway adjacent Memphis, Tennessee. (Musk’s xAI merged with SpaceX successful February.) Anthropic agreed to wage $1.25 cardinal per period done May 2029, a woody worthy astir $40 cardinal successful gross for SpaceX’s xAI unit. Google, by the way, besides signed a deal to rent SpaceX infrastructure done June 2029, for $920 cardinal per month.
Musk insists that this wasn’t a unsafe determination by Anthropic and that he’s afloat of admiration for the rival.
“They are evidently presently the person successful AI. No institution has released a exemplary arsenic bully arsenic Mythos/Fable and they volition undoubtedly person Mythos 2 acceptable soon. And I would ne'er chopped them disconnected successful a mode that wounded them badly, adjacent arsenic a competitor. That’s not my style,” helium wrote.
He offered arsenic impervious of his don’t-squeeze-competitors benignant Tesla’s determination successful 2014 (which was outlined successful a present deleted institution blog station and present housed nether its patent pledge) to not initiate patent lawsuits against anyone who, successful bully faith, wants to usage its technology. He besides noted that Tesla opened its Supercharger web and charging larboard plan to competitors.
“SpaceX launches competing outer systems with nary summation successful terms oregon usage of unfair terms. Even my worst enemies tin onslaught maine connected this platform,” helium wrote, listing different example.
Of course, Musk is not precisely supra tactics aimed astatine rivals, particularly those with whom helium has a history. He sued OpenAI, for instance.
Anthropic doesn’t person to trust connected Musk’s sticking to his “style” though. There would surely beryllium contractual consequences if Musk abruptly unopen down Anthropic’s infrastructure. Not to notation the monolithic benefits for SpaceX to support that woody intact. Not lone does Anthropic wage handsomely, but SpaceX’s engineers whitethorn larn however to physique for, and support, Anthropic’s rapidly increasing AI , conscionable similar Amazon’s engineers do.
That proximity mightiness person different benefits arsenic well. During his proceedings against OpenAI, Musk acknowledged that AI “distilling” was existent — a process successful which 1 exemplary shaper sets up galore fake accounts to nonstop prompts to a rival successful bid to larn however it works. As the New York Times reported, erstwhile a lawyer asked him if xAI had ever distilled exertion from OpenAI, Musk replied: “Generally AI companies distill different AI companies.”
Anthropic successful February, accused 3 Chinese model makers of doing this to Claude. Presumably, Anthropic and Google consciousness they person safeguards against SpaceX doing this portion they are utilizing its infrastructure. But hosting Anthropic’s compute could inactive springiness SpaceX greater visibility into however the institution operates than astir competitors would ever have.
There appears to beryllium thing but upside for Musk’s institution successful this concern astatine the moment. As for tomorrow, and arsenic the three-year contracts ages, who knows?
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