According to financial reports, Anthropic will not renew its SpaceX compute rental contract beyond the second quarter of 2027. Under the agreement, Anthropic has paid SpaceX $1.25 billion monthly for AI compute since May 2026, with the amount set to increase to $3.1 billion monthly in December. SpaceX's third-quarter earnings showed that Anthropic accounted for nearly one-third of the company's quarterly revenue, with cumulative expected revenues reaching $120.5 billion by fiscal year 2029.

Responding to the news on X, Elon Musk stated that SpaceX would be happy to recover all the compute hardware, though he suggested the real situation may be different. Market interpretations remain mixed, with some analysts suggesting Anthropic may have found alternative suppliers, while others view it as a signal of AI compute expansion slowdown.

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