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Chamath Palihapitiya says SpaceX-Anthropic compute contract holds 90-day mutual exit clause

NewsFeeds update

Chamath Palihapitiya said on an All-In Podcast episode aired on 8 November that the SpaceX-Anthropic compute supply contract includes a 90-day mutual exit clause, which could let SpaceX reprice supply at two to three times spot if state permit freezes tighten capacity. Democratic midterm wins led several new governors to suspend new data centre permits pending rules, and Nvidia, Tesla, AMD and Micron shares fell sharply.

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The story so far: SpaceX AI compute buildout

SpaceX's AI business is increasingly renting compute to clients including Anthropic and Google. Chamath Palihapitiya said the SpaceX-Anthropic compute supply contract includes a 90-day mutual exit clause, which could let SpaceX reprice supply at two to three times spot if state permit freezes tighten capacity.

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  1. Musk says SpaceX aims to rent out about half its AI compute

  2. Musk says SpaceX aims to deploy 10 gigawatts of computing power in 2027

  3. Musk says SpaceX computing deployment could top 10 gigawatts next year

  4. Musk says SpaceX has completed $40bn GPU debt financing

  5. SpaceX agrees GPU equipment lease with Apollo worth $40bn in principal

  6. Musk is gradually turning SpaceX's AI business into renting compute to Anthropic and Google…

  7. Sequoia's Shaun Maguire says SpaceX is on the eve of Nvidia-style growth

  8. Chamath Palihapitiya says SpaceX-Anthropic compute contract holds 90-day mutual exit clause

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