Elon Musk is known for ambitious predictions, but his latest one may top them all. Responding on X to a skeptical user about a multibillion-dollar deal between SpaceX and Anthropic, Musk wrote: “You don’t seem to understand that SpaceX will be worth more than the rest of Earth combined if we achieve our goals.”

It all started with a post from X user Thomas, who wondered whether history would remember the deal between Anthropic and SpaceXAI — estimated at between $7.5 billion and $40 billion — as «the biggest avoidable mistake of the AI era». The reasoning is simple: why would a company pour that much money into a direct competitor? Grok, Musk’s model, is rapidly closing in on the most advanced systems, and Thomas envisions a scenario where users end up preferring it for everyday tasks, reserving Anthropic’s Claude only for the most complex ones. In that scenario, part of Anthropic’s growth would effectively be transferred to Musk’s ecosystem.

Where the claim came from

To understand the deal, it helps to take a step back. In February 2026, Musk merged xAI — his artificial intelligence company and the creator of Grok — with SpaceX, forming SpaceXAI. In May, Anthropic signed an agreement for exclusive access to Colossus 1, the Memphis data center that xAI had built to train Grok: more than 300 megawatts of computing capacity and over 220,000 Nvidia GPUs. In exchange, Anthropic will pay roughly $1.25 billion a month through 2029, for a total value estimated at up to $40 billion.

There is a clear industrial logic behind the deal. The Colossus 1 cluster was running at a very low utilization rate after xAI shifted its own training workloads to a new facility. Renting out that idle capacity to Anthropic turns an underused asset into a major revenue stream and gives SpaceX a heavyweight customer for its broader ambition: becoming one of the leading infrastructure providers for artificial intelligence, alongside its rocket and satellite business.

The episode follows months of hostile remarks from Musk about Anthropic, which he repeatedly called «woke» and even «misanthropic». But something has shifted: Musk has acknowledged he was wrong, calling Anthropic an industry leader and praising the competence of its team after several direct meetings.

A pivotal moment for SpaceX

The statement comes at a critical juncture for the company. SpaceX went public on June 12, 2026, raising $86 billion in the largest IPO in history and reaching a market capitalization of roughly $2.1 trillion on its first day of trading — a milestone that briefly made Musk history’s first trillionaire. The stock has since pulled back 26% from its highs, amid concerns over the company’s massive spending on new data centers and the expiration of lock-up restrictions for early shareholders.

To back up his argument about transparency toward competitors, Musk pointed out that Tesla made many of its patents public and opened its Supercharger network to other automakers. The same principle, he said, would guide SpaceX. Given the past friction with Anthropic, however, many observers still regard the claim with some skepticism.

Editor’s note

This article was originally published in Italian on money.it by Alessandro Nuzzo on July 11, 2026 as «SpaceX varrà più di tutto il resto della Terra: Elon Musk fa la previsione più audace di sempre». It has been translated and adapted for an international audience by the Money.it International desk.