How SpaceX’s AI Unit Turned Itself Into an AI Cloud Firm
SpaceX’s AI unit held talks over the summer about leasing computing capacity to Microsoft, say people familiar with the matter, a sign of how fully Elon Musk has embraced the neocloud business after his initial reluctance. Selling computing power has quickly become one of SpaceX’s most lucrative businesses, generating billions of dollars a month in commitments from compute-constrained AI labs including Anthropic and Google, with more deals still to kick in. The status of the Microsoft talks...