SpaceX has reportedly signed data center agreements with artificial intelligence companies Anthropic, Google, and Reflection, with a combined potential value exceeding $76 billion through 2029, according to sources familiar with the deals. The contracts involve SpaceX providing infrastructure for AI computing, leveraging its Starlink satellite network and ground-based data centers.
The deals, first reported by The Wall Street Journal in June 2026, are part of a broader trend where AI firms seek dedicated computing capacity. SpaceX's involvement capitalizes on its growing data center business, which includes building and operating facilities for high-performance computing. The $76 billion figure represents the maximum potential value if all options are exercised, though actual revenue may vary.
SpaceX, valued at over $200 billion in private markets, has not publicly confirmed the contracts. The company's expansion into data centers aligns with CEO Elon Musk's vision of providing end-to-end AI infrastructure, from satellite connectivity to cloud computing. However, analysts caution that the deals face execution risks, including regulatory hurdles and competition from established cloud providers like Amazon Web Services and Microsoft Azure.
Neither Anthropic, Google, nor Reflection have commented on the reported agreements. The news has sparked debate among investors about whether SpaceX's valuation is justified by its diversified revenue streams beyond space launches and Starlink internet services.
