SpaceX Targets 10GW as Infrastructure Speed Reshapes AI Race

Elon Musk is seeking to expand SpaceX beyond rockets and satellite communications into a major provider of artificial-intelligence infrastructure. The push comes as frontier models require rapidly growing computing and power capacity for inference as well as training, making multi-gigawatt data-center projects strategically important to chip suppliers, utilities, financiers and cloud-service companies.

SpaceX plans to add as much as 6 to 10 gigawatts of AI computing capacity in 2027, according to a SemiAnalysis report, with estimated capital spending of $300 billion to $500 billion. The analysis assessed inference economics for frontier models from OpenAI and Anthropic, and said Microsoft could sign a large contract that would make it the project’s biggest computing customer.

SpaceX is expanding beyond rockets and Starlink by selling artificial-intelligence computing capacity to customers including Anthropic and Google, positioning itself in the fast-growing “neocloud” market. The business gives the company another source of recurring revenue and is increasingly viewed as a central pillar of its potential public-market valuation, even as the capital-intensive operation remains far from profitable.

The AI division generated $2.6 billion in revenue in SpaceX’s latest reported quarter, more than triple the previous level, according to the company’s quarterly financial results. Demand from Anthropic, Google and other customers drove the increase. The unit nevertheless recorded a $1.5 billion loss in the same quarter, underscoring the heavy spending required to build computing capacity and the uncertainty over when rapid sales growth will translate into earnings.

Elon Musk’s artificial intelligence company xAI has reportedly been folded into SpaceX and integrated as SpaceXAI, bringing rocket launches, satellite networks, AI models and computing services under one organization. If completed, the move would give Musk a direct foothold in the space-based data center market and offer an alternative to the power, cooling and land constraints facing terrestrial facilities.

The latest information says SpaceXAI plans to deploy AI computing satellites in 2028 and has secured computing orders from Anthropic and Google. However, as of July 20, 2026, the event data did not specify when the merger and renaming were completed. Nor did it disclose the value of the two companies’ orders, the number of satellites or the timetable for the first launches.