- Elon Musk admitted he was “clearly wrong” about Anthropic, calling the AI company the current industry leader.
- Musk pledged not to cut off Anthropic’s access to SpaceX compute resources in a way that would hurt them.
- Anthropic leased the full capacity of SpaceX’s Colossus 1 data center in a deal valued at over $40 billion through May 2029.
- Retail sentiment on Stocktwits for SpaceX and Anthropic stock remained bearish, with SPCX falling 5% since its Nasdaq debut.
Elon Musk on Thursday reversed his stance on Anthropic, calling the company “obviously currently the leader in AI” and praising its Mythos/Fable models as unmatched. In a reply on X, he wrote, “I was clearly wrong about Anthropic,” reversing his earlier dismissal of the company as a likely failure.
Musk pledged never to cut off Anthropic’s access to SpaceX compute resources “in a way that hurt them badly,” citing his companies’ history of supporting competitors. He was responding to speculation that SpaceXAI could terminate Anthropic’s lease on the Colossus 1 facility.
In May 2026, Anthropic struck a major deal to lease the full capacity of SpaceX‘s Colossus 1 data center in Memphis, which includes over 220,000 NVIDIA GPUs and 300+ MW of power. The deal involves monthly payments of approximately $1.25 billion through May 2029, with a potential total value of over $40 billion.
SpaceXAI countered Anthropic’s recent launches by releasing Grok 4.5 on July 8, positioning the model as faster and far cheaper. Musk had previously criticized Anthropic sharply, accusing its Claude models of being biased and predicting the company would become “the most misanthropic AI firm.”
With SpaceX now merged with Musk’s AI startup xAI, the two companies are direct rivals. Anthropic is expected to go public later this year, while SpaceX debuted on the Nasdaq in June.
On Stocktwits, retail sentiment around SPCX and Anthropic stock stayed within the ‘bearish’ territory at the time of writing. SPCX has fallen 5% since debuting on the Nasdaq.
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