Under pressure by analysts to justify its eye-popping valuation, SpaceX is diversifying beyond rockets and satellites to a seemingly innocuous but lucrative business opportunity: renting out the unused computing capacity from its Colossus data center complex.
In May, SpaceX agreed to give Anthropic access to roughly 325,000 Nvidia GPUs across its Colossus data centers for $1.25 billion per month. Weeks later, it struck a similar agreement to provide Google with about 110,000 GPUs for $920 million per month. Together, the two contracts could generate about $26 billion for the company annually—more than SpaceX’s entire revenue last year.
