Report says SpaceX AI unit discussed leasing computing power from Microsoft in summer

Report says SpaceX AI unit discussed leasing computing power from Microsoft in summer

N
News Editor
2026-10-01 13:06:46
The Information reported, citing people familiar with the matter, that SpaceX’s AI division discussed leasing computing power from Microsoft during the summer. The report said the talks point to a broader shift by Elon Musk. After showing some initial resistance, Musk has now fully embraced what the report described as the “new cloud” business. The item did not disclose financial terms, the scale of the proposed computing capacity, or whether any agreement was ultimately reached. The report focused on the existence of the discussions and on what they suggest about Musk’s stance toward cloud-style AI infrastructure arrangements. ChainCatcher carried the news as a brief technology update and attributed the information to The Information.

The Information reported, citing people familiar with the matter, that SpaceX’s AI division discussed leasing computing power from Microsoft during the summer.

According to the report, the discussions suggest that Elon Musk, after some initial resistance, has now fully embraced the “new cloud” business.

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