Earlier this month, xAI secured an exclusive computing deal with Anthropic for billions of dollars a month. However, SpaceX's CEO Elon Musk has downplayed the long-term nature of this agreement, suggesting it may only be a 180-day lease. The recent S-1 filing from SpaceX, however, states that the deal is actually a three-year commitment.

The discrepancy in statements raises questions about the true nature and duration of the lease. Musk's comment could be seen as strategic marketing or an attempt to manage expectations during a potentially tight compute environment.

Anthropic has agreed to pay a monthly fee through May 2029, indicating a clear commitment from their side but leaving ambiguity over whether SpaceX is equally committed for such a long term. This ambiguity might indicate that the deal could be revisited and adjusted as needed, given either party's flexibility with a 90-day notice.

The situation highlights the evolving nature of tech deals in the AI space, where even major players like xAI and Anthropic are navigating the complexities of cloud services and compute resources. For now, the exact duration remains unclear, leaving both companies and observers to speculate on the true intentions behind the deal's terms.