Microsoft may lease AI compute from SpaceX, report says
SpaceX is in talks to lease AI computing capacity to Microsoft, according to a report by The Information. The status of these discussions is unclear, and Microsoft has declined to comment. This potential deal would add to a business that Bernstein analysts expect to grow nearly fivefold next year.
Key points
- SpaceX held summer talks about leasing AI compute capacity to Microsoft, The Information reported.
- Bernstein forecasts SpaceX AI revenue will rise from $24.6 billion in 2026 to $115.1 billion in 2027.
- SpaceX plans to increase compute capacity from 2 gigawatts to between 5 GW and 10 GW next year.
Bernstein analyst Douglas Harned forecasts SpaceX's AI revenue will rise from $24.6 billion in 2026 to $115.1 billion in 2027. To reach this target, SpaceX needs to add more than $90 billion in AI revenue in a single year. The company already has major customers, including Anthropic, which pays about $1.25 billion per month, and Google, which pays about $920 million per month. A third, unidentified customer is expected to start paying about $1.11 billion per month in December.
SpaceX is expanding its infrastructure to meet demand, with plans to increase compute capacity from just over 2 gigawatts at the end of 2026 to between 5 GW and 10 GW next year. The company also plans to bring about 420,000 additional Nvidia GPUs online in November. Meanwhile, Microsoft continues to seek more AI capacity, with CFO Amy Hood noting in July that demand still exceeds available supply despite plans for about $175 billion in capital spending this year.
The story so far
2 episodes →- Microsoft may lease AI compute from SpaceX, report saysthis story
Microsoft Could Be SpaceX's Next Big AI Customer: Bernstein Sees AI Revenue Surging Nearly 500%
finance.yahoo.com · 5 October 2026
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