Elon Musk responded to concerns that "SpaceX AI is already behind," stating that the company's artificial intelligence has only been in development for three years, compared to Anthropic's six years and OpenAI's ten years. He believes that if the second derivative remains strong, they could reach the top spot in about six months. He also expressed cautious optimism about delivering a model on the scale of Fable/GPT-6 within two to three months.

The second point reduces the competition to a lower dimension: once a type of task far exceeds the required intelligence, adding more intelligence becomes meaningless, "there's no need to cram Newton-level intelligence into a toaster." The third point identifies hardware as the bottleneck: rapidly scaling up computing power is extremely difficult, and SpaceX claims to have proven its capabilities in this area and will continue to accelerate.

On the same day, he also mentioned that computing power in space will ultimately "round up to 100% of all computing power," echoing Google's plan to use Falcon 9 to send TPUs into space for testing orbital data centers. On the ground side, the financial report indicates that by the end of the year, computing power will exceed 2 gigawatts, up from 400 megawatts a year ago, 1 gigawatt in the first quarter, and 1.4 gigawatts this quarter. They aim to accumulate nearly 10 gigawatts online by the end of 2027, with power and cooling targets of 20 gigawatts, and actual figures potentially close to 15 gigawatts. The chip strategy has been set to follow only the NVIDIA Vera Rubin architecture.

After completing the largest IPO in history in June 2026, SpaceX will acquire Anysphere, the company behind the programming tool Cursor, for approximately $60 billion in stock, and will use the Memphis Colossus cluster for both its own model training and external rentals. Anthropic had previously signed a monthly cloud service agreement to use its supercomputing resources. Musk likened rocket engineering to data centers: taking a small portion of the engineering capability used to send satellites and applying it to ground facilities is like "the Yankees playing Little League baseball."

In terms of market mechanisms, what is sold is the speed of going online and gigawatt-level power, while what is bought is the narrative of model rankings and tenant contracts. Buyers of computing power include Anthropic, their own Grok/Starmind training, and future orbital payloads, while sellers are NVIDIA racks and SpaceX's self-built substations. Beneficiaries are infrastructure builders who can bundle launch, cooling, and power delivery cycles, while those under pressure are model labs that only have software and cannot rent power. Funds flow from the capital expenditures of public companies into GPUs, substations, and Starship launch pads, and then exchange for valuations through cloud leases and model releases.

Source: Public Information