SpaceX IPO Filing Contradicts Musk's Anthropic Contract Details; AI Unit Posts $2.5B Loss

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According to CNBC on May 29, SpaceX's IPO prospectus and CEO Elon Musk's disclosures on X regarding an Anthropic compute lease contain conflicting terms. The filing states Anthropic will pay $1.25 billion monthly through May 2029 with 90-day termination rights; Musk indicated SpaceX signed a 180-day initial lease followed by a cancellable-with-90-days-notice arrangement. The prospectus also reveals Q1 capital expenditures of $10.1 billion, with $7.7 billion tied to xAI (now SpaceXAI), while the AI unit posted a $2.5 billion operating loss that quarter.
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