Inconsistencies between SpaceX's IPO filings and Musk's statements regarding the Anthropic contract have raised questions.

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.

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Author: PA一线

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