Sources familiar with the matter said SpaceX’s AI unit, SpaceXAI, held talks with Microsoft over the summer about leasing some of its computing capacity. The status of the discussions is unclear, and Microsoft declined to comment.
The talks highlight SpaceX’s shift toward renting out its powerful server infrastructure after initially resisting the “neocloud” business. SpaceX has rapidly expanded its data centers and secured billions in monthly commitments from other AI labs, positioning it as a major new player in the AI cloud market.