Musk Rebuts Anthropic Exit Talk as SpaceX Plans $74B AI Compute Buildout

Cointime update: Elon Musk said on Nov. 11 he would “happily take back the compute” if Anthropic does not renew its compute agreement, adding he expects the opposite to happen. A day later SpaceX announced two AI supercomputing campuses in Texas and Arizona worth more than $74 billion combined: over $24 billion at Starbase and about $50 billion in Cochise County. Anthropic filings show a compute deal with SpaceX.AI worth up to $120.5 billion through 2029, with roughly $3.1 billion in monthly payments once capacity is online.