SpaceX Chief Executive Elon Musk said on Wednesday that the company is positioning itself to sell artificial intelligence computing capacity to outside firms, indicating discussions are underway with potential customers. Musk stated that "@SpaceX is offering AI compute as a service at significant scale. We are in discussions with other companies to do the same."
In the same post he pointed to plans for orbital data centers, saying those facilities would enable the firm to "serve AI at extremely high scale" over time. The comments follow a disclosure in SpaceX's filing for an initial public offering that details a major commercial commitment from Anthropic.
SpaceX's IPO filing shows that Anthropic has agreed to pay the company nearly $45 billion across the next three years for computing resources to support its Claude AI tools. That arrangement was revealed as part of documentation related to SpaceX's planned public listing, with the company preparing to debut on the Nasdaq next month according to the filing.
SpaceX's AI horsepower largely stems from its acquisition earlier this year of xAI, Musk's AI startup. The startup's compute architecture is built around a facility identified as the Colossus complex in Memphis, Tennessee, which Musk describes as the world's largest AI supercomputer cluster.
Musk has repeatedly outlined ambitions to construct data centers in orbit. The filing and his recent social media remarks reiterate those intentions, though the plan has attracted scrutiny. Critics cited in the reporting have raised questions about the high cost and logistical feasibility of deploying and operating data centers in space.
The filing also referenced recent reports that SpaceX is targeting a roughly $75 billion capital raise at a $1.75 trillion valuation for the IPO, which would rank as the largest offering on Wall Street should those terms hold. The company disclosed the Anthropic agreement and machine infrastructure details in the same IPO documentation.
Context and next steps
SpaceX's public filing ties together its compute sales pitch, the Anthropic commitment, and its broader ambitions around orbital infrastructure as the firm prepares to go public. Musk's statements frame the compute offering as a scalable service, while the filing supplies the commercial detail about the Anthropic agreement and the source of the company's AI capabilities.