SpaceX Has 1.4 Gigawatts of AI Capacity Online and Wants 10 Gigawatts by Next Year. Here's Why Microsoft Could Be the One Writing the Check.
SpaceX spent nearly $16 billion on AI infrastructure in Q2 and aims to expand from 1.4 gigawatts of AI capacity to 10 gigawatts by next year. The article suggests Microsoft may be the one funding this expansion, as SpaceX has already signed deals worth over $70 billion with Anthropic and Google Cloud.
Why it matters — Microsoft investors would care because the article implies Microsoft could be a major financial backer of SpaceX's massive AI infrastructure buildout, potentially tying Microsoft's cloud and AI strategy to SpaceX's growing capacity.