PANews reported on May 29th that, according to CNBC, details of the computing power leasing agreement with Anthropic disclosed by SpaceX CEO Elon Musk at SpaceX X, a week after the company filed its IPO prospectus, differed from the prospectus. The prospectus stated that Anthropic would pay SpaceX $1.25 billion per month until May 2029, with the option to terminate the agreement with 90 days' notice; however, Musk stated that SpaceX only signed a 180-day lease, after which it would be subject to a "mutually cancelable 90-day notice" arrangement. Analysts pointed out that this discrepancy affects investors' revenue expectations for SpaceX as a "neocloud" provider. The prospectus also showed that SpaceX's capital expenditures reached $10.1 billion in the first quarter of this year, of which $7.7 billion was related to xAI (now SpaceXAI), and the AI business incurred an operating loss of $2.5 billion in the quarter. Scholars have suggested that SpaceX supplement its S-1 documentation by revising it.
Inconsistencies between SpaceX's IPO filings and Musk's statements regarding the Anthropic contract have raised questions.
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Author: PA一线
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