SpaceX AI Compute at 1 Gigawatt Scale, Demand Conditions are Key

SpaceX's AI compute business is emerging as a new variable in the competition for big tech infrastructure, presented at approximately 1.0 gigawatt (GW) scale. SpaceX announced that it will provide about 1.0 GW of compute power through Corosus and Corosus II. The first Corosus cluster was operational in 122 days, while the first cluster of Corosus II was activated in 91 days. SpaceX mentioned that it could deploy space-based 'orbital AI compute' starting in 2028, explaining that to achieve an annual scale of 100 GW in orbit, it would need to conduct thousands of launches and send about 1 million tons of mass into space. SemiAnalysis has analyzed that SpaceX's AI compute business could have a revenue potential of $100 million per megawatt, suggesting a possibility of recurring revenue of $100 billion when scaled to 1 GW. SpaceX has signed a cloud service contract with Anthropic, agreeing to receive $1.25 billion per month in exchange for access to approximately 325,000 NVIDIA GPUs. While Microsoft has been suggested as a major buyer, no official contract has been confirmed. Microsoft announced plans on June 22 to build a data center campus in Texas with a scale of about 2 GW. SpaceX stated that revenues from the AI segment will consist of compute leasing, advertising, subscriptions, and data licensing.

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