Elon Musk called Anthropic "evil" 3 months ago. Now he’s taking $4 billion to become its landlord

Three months ago, Elon Musk publicly labeled Anthropic as 'evil' and 'misanthropic.' Today, SpaceX has leased the AI lab the world's biggest supercomputer — a $4 billion deal that makes Musk Anthropic's landlord. The irony isn't lost on industry watchers, but analysts say this is pure business strategy. The data center was already built for Musk's xAI, and with fixed costs sunk, the only operating expenses are electricity and staffing. Antoine Chkaiban of New Street Research estimates the deal will generate $3-4 billion in annual revenue for SpaceX, with more than $2.5 billion in cash profit. 'He's not going to want multiple billions of dollars of GPUs sitting idle,' Chkaiban told Fortune.

This partnership directly supports SpaceX's upcoming IPO, expected next month with a valuation between $1.75 trillion and $2 trillion. Musk recently dissolved xAI into SpaceX (creating SpaceXAi) to give the public offering a marquee AI customer for a credible cloud-infrastructure division. The Anthropic lease provides immediate revenue validation, boosting investor confidence in SpaceX's ability to monetize its massive computing resources. Musk's past criticism of Anthropic as 'evil' appears to have been set aside in favor of a financially sound deal that strengthens SpaceX's balance sheet ahead of its public debut.