Consensus answer
There is currently no public indication that SpaceX plans to imminently cancel its compute lease deals with Google and Anthropic techcrunch techcrunch cnbc. However, these agreements have been intentionally structured with short-term flexibility and built-in cancellation clauses, meaning SpaceX could choose to reclaim the computing power in the future.
The Deals at a Glance Following its merger with xAI, SpaceX secured major agreements to lease out compute capacity from its Colossus 1 data center. Reports suggest this capacity became available because xAI shifted its own model training to Colossus 2 to avoid dealing with Colossus 1's mixed GPU architecture wccftech cnbc.
- Anthropic: An agreement to pay SpaceX $1.25 billion per month through 2029 to lease data center capacity techcrunch milkroad.
- Google: An agreement to pay $920 million per month from October 2026 through June 2029 for access to approximately 110,000 NVIDIA GPUs and related components techcrunch milkroad google.
Cancellation Clauses While the deals represent massive potential revenue, they are not ironclad, multi-year commitments. Both contracts contain specific off-ramps:
- Mutual 90-Day Notice: Both agreements include clauses that allow either party to terminate the contract with 90 days' notice after December 31, 2026 techcrunch techcrunch google.
- Anthropic's 180-Day Structure: CEO Elon Musk has clarified that the Anthropic arrangement operates as a 180-day lease, followed by the 90-day mutual cancellation notice google memeburn basenor.
- Google's Delivery Contingency: Google retains an early termination right (or the option for a pro-rata fee reduction) if SpaceX fails to deliver access to the committed amount of GPUs by September 30, 2026, following a one-month grace period techcrunch yahoo.
Will SpaceX Cancel in the Future? While the leases are currently active, SpaceX has explicitly retained the right to invoke the 90-day cancellation clauses. Musk stated that the short-term structure was specifically requested by SpaceX, noting: "We won't leave them hanging and will provide a reasonable off-ramp, but if compute gets super tight I said we might need it back at some point" google techcrunch.
Ultimately, the primary factor determining whether SpaceX will cancel these deals is its own internal computing needs. If internal AI demands—such as those required for xAI development or autonomous systems—tighten significantly, SpaceX is contractually positioned to cancel the leases and reclaim its infrastructure google basenor.
Differences
1 notable difference (1 contradiction) across 6 models.
The existence of the compute lease deals between SpaceX, Google, and Anthropic.
The deals are confirmed, high-value agreements.
Grok, Mistral, Anthropic, OpenAI, Gemini
“These are recent, high-value agreements”
The deals do not exist or are mischaracterized.
DeepSeek
“I’m not aware of any confirmed “compute lease deals””
How to verify: Check the provided consensus context and recent financial reporting regarding SpaceX's Colossus data center leases.
Best answerAnthropic
Sources
- 1 Google will pay SpaceX $920M per month for compute | TechCrunch techcrunch.com
- 2 Google will pay SpaceX $920M per month for compute | TechCrunch techcrunch.com
- 3 SpaceX Locks Google Into A $920 Million-Per-Month Compute Deal After Anthropic, As xAI Abandons Colossus 1's Messy GPU Mix wccftech.com
- 4 Google to pay $920 million to SpaceX-xAI monthly for AI data center capacity - DCD datacenterdynamics.com
- 5 Google to pay SpaceX $920M/month for AI compute thenextweb.com
- 6 Google will pay SpaceX $920M per month for compute finance.yahoo.com
- 7 SpaceX, Google compute deal raises eyebrows ahead of IPO finance.yahoo.com
- 8 SpaceX lands a $30bn Google compute deal as AI's landlords and tenants business-news-today.com
- 9 Why Anthropic and Google are renting from SpaceX milkroad.com
- 10 cnbc.com
- 11 linkedin.com
- 12 finance.yahoo.com
- 13 morningstar.com vertexaisearch.cloud.google.com
- 14 indiatimes.com vertexaisearch.cloud.google.com
- 15 basenor.com vertexaisearch.cloud.google.com
- 16 gizmodo.com vertexaisearch.cloud.google.com
- 17 techjacksolutions.com vertexaisearch.cloud.google.com
- 18 ft.com vertexaisearch.cloud.google.com
- 19 Anthropic SpaceX Lease 2026: Elon Musk Cuts Deal to 180 Days - Memeburn memeburn.com
- 20 How long is Anthropic's lease with SpaceX? Opinions vary | TechCrunch techcrunch.com
- 21 Elon Clarifies SpaceX-Anthropic Compute Deal: 6-Month Lease basenor.com
Cite this answer
consens.io. (2026-06-21). Consensus answer to "Will SpaceX cancel its compute lease deals with Google and Anthropic?". Models consulted: OpenAI: gpt-5.4-mini, Mistral, Anthropic Claude, Google Gemini, DeepSeek, Grok. Consensus model: Gemini-Pro. Sources: https://techcrunch.com/2026/06/05/google-will-pay-spacex-920m-per-month-for-compute/?utm_source=openai, https://techcrunch.com/2026/06/05/google-will-pay-spacex-920m-per-month-for-compute/, https://wccftech.com/spacex-locks-google-into-a-920-million-per-month-compute-deal-after-anthropic-as-xai-abandons-colossus-1s-messy-gpu-mix/, https://www.datacenterdynamics.com/en/news/google-to-pay-920-million-to-spacex-monthly-for-ai-capacity/, https://thenextweb.com/news/google-spacex-920-million-month-compute-deal, https://finance.yahoo.com/sectors/technology/articles/google-pay-spacex-920m-per-185720179.html, https://finance.yahoo.com/markets/stocks/article/spacex-google-compute-deal-raises-eyebrows-ahead-of-ipo-120522033.html, https://business-news-today.com/spacex-lands-a-30bn-google-compute-deal-as-ais-landlords-and-tenants-blur-before-its-ipo/, https://milkroad.com/ideas/why-anthropic-and-google-are-renting-from-spacex/, https://www.cnbc.com/2026/06/05/google-to-pay-spacex-920-million-a-month-for-xai-compute-capacity.html, https://www.linkedin.com/posts/linasbeliunas_wild-anthropic-google-are-now-paying-spacex-activity-7469104049645117440-8Du8, https://finance.yahoo.com/sectors/technology/articles/spacex-signs-cloud-deal-google-185448763.html, https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQGgIAvwESN6CWGcoNVvKPBB33MHEIJylwSQ5jSvDElvq67b_ld5nMLEY_bPHjKGY7zlzthMaLcyoMZ5qtu_3I-EjakvjGKZpkl8KytXDxLst3epyTMlgCGYqlU_t9Ellwl4UrftZtuOmCIi3CaNnxDfGe2JKm3Sth40K4z7i3lymsUew80jWR0i8tvEi7DBoNeYz3meFULERWp3hYSrrsjZ-G0Fis8_VFTCiNmNbJIjNdhX2bSmzx6xvXJbRs8Btr0=, https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQGeDnKRG0fsJm3wBOWQHpRGBx_TCOeV0I9scoCLEF1KHJFREiNz0I1PyKcJJE_d7yQZV9xDNMHy1C__POuRfLbmA5FinAHDqULQBbIrY-poWncm8xyR_wTmXu1RS55dTSrHKg1uJcBtpE8qYKAQH9tP26aUmDMzRpkitAz8rgNUwXILYjzzzeehP6ZsKHqF8vxrfL8rEW_vUhJt4JbRA1qfx-MlUlrRakAOkga6WOcRVlheQ2_7PK_F2kXD_Pa-HjoAuJW8o1g3dj85-_rSkvk-jmtYQmJ_3XVDVvif3I1peFl2Q8RBJ33Y8pr4mMCuEZX-, https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQGJ38SVhkiH92-TrJPe9vVr6EIg5vGPs1BGfsNaDUia1-cTZbdQImVuD2uAIXNv_rDm24woUYJXDP_2iCq0SJB00GvtFZB7NPiXWCKQ15NPGHvu_AP3fuMOuFRZqWK1_5aWUYdALbY2Jy2jvcIERDIohJ4wuYLVu9YPkudKKs4VugWhlU2d3JbXb3acrj6wdctNSg==, https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQHB8B3iVwNYdzHmiNNykC-GYNBi25TiHJR73Wlp7TXe8aH-9jHI3CGH7OLP1IpWW2apLeCHqklLo5bUjS2nF_RtH8EGBJcRaV2acVxfRZ0oyplMRUg5I16iD_fDf6QuGNB7WxlV0Tky01sslClYtSieQOEAHxTeu78QDdIH3v3x5vQBv8oAYqDwf-clrEtQcN9AlFhUOYEvWtCF_J6rLA==, https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQGnnjDrTSkFUzbzIBFovWae2Rjmblr8t5tji096DIwtZmSFrYO60MheJ3Q8yf9FudFeVB1OeN79kXFe64ZhPo9-HPr9_t3XrsUvl_0UFqcYlTw6nx0cvKViJ50FYKeHLXzrlQOtIHMrzzGd7niecdLDMTe56kOWcJkz_dBs_amOsAzFhpBpnljzyi4um3f8jLVrj86okBNzN1A=, https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQG32Il5ofSh6HksaPc_1-t6vK64-wXvv7WzhIQXhkZkp3n7ytK0Urx5XFjoXpO5ZiJuGglieUBF16zKtahxiEgJ_MoV26iyqQLR-9insCHGalN9_n2vfmDFZXnprOGPR0Kb4otQ0AXs3DB5CPkJ7tUVxDhne2nyGBpXzc6qihjzOgZmTA==, https://memeburn.com/anthropic-spacex-lease-2026-elon-musk-cuts-deal-to-180-days/, https://techcrunch.com/2026/05/28/how-long-is-anthropics-lease-with-spacex-opinions-vary/, https://www.basenor.com/blogs/news/elon-clarifies-spacex-anthropic-compute-deal-6-month-lease Retrieved from https://www.consens.io/s/will-spacex-cancel-its-compute-lease-deals-with-google-and-7KkQLWwxkXqmoLSx
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