Report
SpaceX’s AI unit is reportedly selling compute to outside customers
The Information reports that the unit urgently needs more capacity to fulfill incoming commitments, after Musk initially rejected the cloud-provider idea.
TLDR
The Information reports that Elon Musk initially rejected turning xAI into a cloud provider. SpaceX’s AI unit is now selling computing power to outside customers and urgently needs more capacity to fulfill incoming commitments, it says. Citing people familiar with the matter, The Information also reports that the unit held talks in summer 2026 about leasing computing capacity to Microsoft.
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