SpaceX’s AI unit discussed leasing computing capacity to Microsoft during the summer, but no agreement has been confirmed. The discussions come as xAI, integrated into SpaceX in early 2026, shifts underused Colossus infrastructure toward external customers, including rivals. Anthropic agreed to lease about 220,000 GPUs at Colossus 1 for $1.25 billion per month through May 2029, subject to a 90-day termination clause. Google has reserved roughly 110,000 GPUs at Colossus 2 for $920 million per month from October 2026 through June 2029, while Reflection AI will pay about $150 million monthly and an unnamed customer is expected to contribute approximately $1.11 billion monthly from December 2026. SpaceX reported $41.1 billion in annualized compute-lease revenue in September 2026 and 1.4 GW of online nameplate capacity as of June 30, while xAI plans to exceed 1.2 million GPUs and 2 GW of capacity by year-end 2026. Reports that Microsoft could seek 3 GW for about $150 billion remain unverified.