One signal

SpaceX’s compute contract with Anthropic has a 90-day exit clause for both sides, and Elon Musk says that cuts both ways: if compute becomes plentiful and cheap, SpaceX could lose revenue.

That is a counterpoint to venture capitalist Chamath Palihapitiya’s argument that SpaceX could use the clause to seek a higher price if data-centre capacity tightens. The contract is reported to be worth $1.25 billion a month through May 2029, nearly $45 billion in total. Teslarati reports Musk’s response and the contract terms. For AI labs and compute providers, the exit clause gives each side leverage, not just the supplier.

Discuss: With a 90-day exit clause on both sides, does this deal give SpaceX or Anthropic more leverage if compute prices move sharply?

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