马斯克:在与 Anthropic 达成协议后,SpaceX 正在积极寻求更多 AI 计算客户。
Musk: SpaceX Is Actively Seeking More AI Compute Customers, After Anthropic Deal

原始链接: https://www.zerohedge.com/energy/musk-spacex-actively-seeking-more-ai-compute-customers-after-anthropic-deal

SpaceX旗下的xAI子公司正积极扩张其人工智能基础设施及租赁业务。继Anthropic以每月12.5亿美元的价格包下300兆瓦(MW)“Colossus I”设施的全部算力后,首席执行官埃隆·马斯克确认,公司正就向其他企业租赁算力进行持续谈判。 随着SpaceX为寻求750亿美元估值的重大IPO做准备,相关文件披露了巨额资本支出:2025年在人工智能基础设施上投入了127亿美元,2026年初又投入了77亿美元。尽管公司声称拥有1吉瓦(GW)的“铭牌”容量,但该数字仅反映了已安装的硬件,而非实际的电力消耗,这意味着其实际运营效能可能较低。 目前,该公司正在开发“Colossus 2”,并与Cursor等初创公司保持合作伙伴关系。尽管基础设施不断提升,但随着使用率下降和员工流动率居高不下,xAI旗舰聊天机器人Grok的未来仍充满不确定性。展望未来,SpaceX旨在通过未来的轨道数据中心集群,大幅扩展其人工智能服务规模。

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原文

By Sebatsian Moss of Data Center Dynamics

SpaceX's xAI subsidiary is looking to score more data center compute lease deals, after it sold all of the capacity of Colossus I to Anthropic.

That deal will see Grok's competitor pay $1.25 billion a month over the next three years for the 300MW facility. The deal can be terminated by either party, with 90 days' notice.

"As the recently expanded partnership with Anthropic demonstrates, SpaceX is offering AI compute as a service at significant scale," CEO Elon Musk said.

"We are in discussions with other companies to do the same. "Over time, especially with orbital data centers, we expect to serve AI at extremely high scale."

In April, AI code editing startup Cursor announced that it would also be using space at xAI data centers - although SpaceX is set to acquire the business within 30 days of its IPO.

SpaceX is expected to go public on June 12, with the company looking to raise upwards of $75 billion. IPO documents reveal that xAI spent $12.7bn on AI infrastructure in 2025, and has already invested $7.7bn in the first quarter of 2026.

Alongside the first Colossus data center, xAI is developing Colossus 2. It acquired the land last March, and the data center came online in January. Despite Musk claiming it offered 1GW of capacity at launch, satellite imagery taken in January reportedly showed it had cooling equipment installed capable of managing 350MW.

The IPO document makes multiple mentions of the 1GW of data center capacity at SpaceX’s disposal, but describes it as “nameplate compute draw.” It explains this is calculated by taking “the number of GPUs installed in our data centers at the end of the period multiplied by their respective all-in power draw.

According to a chart in the IPO filing, the company’s nameplate compute draw was 1GW in March 2026, up from 300MW a year before. However, it also notes that this figure “reflects installed capacity and does not represent actual power consumption or utilization.” So while the GPUs are installed, they may not yet be powered up, suggesting the company’s actual useful compute power could be significantly less than 1GW.

How much capacity at the xAI data centers is actually reserved for Grok, the company's own generative AI effort, is unclear. The platform has seen dwindling usage, while increasing numbers of staff have left the company - including all non-Musk co-founders.

SpaceX, meanwhile, plans to launch up to one million space data center satellites in the years to come.

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