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SpaceX’s AI unit held talks to lease compute to Microsoft

The former xAI business already rents capacity to Anthropic and Google for billions of dollars a month, The Information reports.

By Alexandre S. , 06:45 UTC

SpaceX’s AI unit held talks with Microsoft in summer 2026 about leasing it computing capacity, The Information reports. No deal has been confirmed between the two companies, Crypto Briefing reports.

Retro-futurist illustration: a striped sunset over a grid horizon under a starry sky, with a rocket standing on the horizon.
Drawn by adtestbench from SpaceX discussed leasing AI computing capacity to Microsoft,

The unit, which took in Elon Musk’s xAI and its Colossus data centres in Memphis earlier this year, already rents capacity to other labs. Crypto Briefing lists Anthropic at up to $1.25 billion a month and Google at $920 million a month from October 2026, plus Reflection AI at $150 million a month. Together the contracts came to about $41.1 billion in annualised revenue in September.

The business plans to bring about 420,000 Nvidia processors online in November and to start a $1.1 billion-a-month contract in December, Finimize reports, citing The Information.

For buyers of AI tools, the labs behind Claude and Gemini now rent part of their compute from the company that also builds Grok. A Microsoft contract would put one of the three largest cloud sellers on that customer list.

Sources

  1. Crypto Briefing: SpaceX discussed leasing AI computing capacity to Microsoft. Checked
  2. Finimize: SpaceXAI Eyes Microsoft As Demand For AI Compute Grows. Checked

Alexandre S.

Alexandre S. is a creative strategist and copywriter with ten years in content and SEO. He writes and edits short-form ads, works in English and French, and reads the pricing and terms pages behind every tool on this site before anything is written about it.

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