Elon Musk states that SpaceX expands cooperation with Anthropic, proving SpaceX is providing AI computing power as a service on a large scale
SpaceX is currently in discussions with other companies regarding similar AI computing power services, with a future focus on leveraging orbital data centers to achieve massive-scale AI computing power supply.
This move marks SpaceX's further transformation from launch and Starlink business to AI infrastructure service provider.
Source: Public information
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SpaceX previously signed a power agreement with Anthropic for up to $1.25 billion per month, and this expanded cooperation continues the path of its Colossus-level supercluster outputting to external clients, having already provided substantial H100/H200 computing power to xAI and initiated planning for orbital data centers.
On the capital front, SpaceX is concentrating Starlink cash flow and Starship capacity resources towards AI computing infrastructure, motivated by the aim to leverage low-orbit solar energy and cooling advantages to create differentiated supply, while diversifying reliance risks through external services and providing a stable revenue anchor for high-frequency Starship launches.
Similar to the computing power binding between Microsoft Azure and OpenAI, as well as Google's self-built + external output model, the current space + AI infrastructure is in the early stages of transitioning from ground clusters to orbital deployment, with first-mover vertically integrated players locking in long-term cash flow through multi-client services.
Essentially, this represents a restructuring of the industry chain: the hybrid supply of orbital data centers + ground clusters will shift pricing power from traditional ground data center operators to space computing platforms, driven by the high sensitivity of AI training to energy and cooling costs. SpaceX is forming a closed-loop cost advantage through vertical integration of launch, satellite communication, and orbital deployment, accelerating the structural leap of computing power supply from terrestrial resource constraints to unlimited solar energy in near-Earth orbit.
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The more expensive the computing power, whoever can move solar energy to orbit will hold the pricing power.
It's easy for launch companies to sell rockets, but selling continuous orbital computing power is where the real AI dividends are harvested.
When ground electricity prices clash, space becomes the high ground of the next generation of computing power battlefield.