The Information: SpaceX AI Unit Explored Leasing Compute to Microsoft Over Summer, Deepening Neocloud Push

The Information reports SpaceX's AI unit held exploratory discussions over the summer about leasing computing capacity to Microsoft, framed as Musk fully embracing the neocloud business after initial reluctance. The outfit has already lined up billions of dollars a month in commitments from compute-hungry AI labs, with confirmed clients including Anthropic ($1.25B/month) and Google (~$920M/month). The talks are preliminary with no term sheet, following August 2026 speculation that Microsoft might seek roughly 3 GW to cover a shortfall.