马斯克亲自辟谣，澄清了 SpaceX 与 Anthropic 的算力交易规模和时间，关注 AI 算力租赁市场动态的投资者和从业者值得一看，避免被旧解读误导。
马斯克向投资者澄清，SpaceX 与 Anthropic 的 AI 算力交易并非此前报道的多年锁定租约，而是一份 180 天的短期租赁协议，并附有 90 天取消条款。此前市场解读认为该协议价值高达每月 12.5 亿美元、持续至 2029 年 5 月，但马斯克表示 SpaceX 选择短期租约是因为 AI 算力未来可能极度稀缺，不愿长期外租。Colossus 算力基础设施不仅用于训练 xAI 模型，还支持内部 AI 系统，甚至可能发展为付费云业务，因此 SpaceX 需要保持灵活性。
Elon Musk just told investors that SpaceX’s Anthro…
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/