AI rivals are thirsty for SpaceX's compute, Elon Musk says
Elon Musk stated during a SpaceX earnings call that artificial intelligence rivals are aggressively seeking to rent the company's computing power. SpaceX plans to balance its internal AI ambitions, such as scaling Grok, with renting out roughly half of its compute capacity to external customers at spot market rates.
Why it matters
It highlights the massive industry-wide shortage of computing power required to train and run advanced artificial intelligence models.
Elon Musk made the remarks during SpaceX's earnings call. Andrew Harnik/Getty Images Elon Musk said AI rivals are clamoring to rent SpaceX's compute. SpaceX plans to split compute between its internal uses and outside customers. The company could rent out its compute "several times over if we said yes to everyone," Musk said. SpaceX's AI rivals are clamoring to rent computing power from the artificial intelligence and rocket company, CEO Elon Musk said. "We are also, frankly, hounded relentlessly by every hyperscaler and by dozens of smaller companies to rent more of our compute," Musk said during SpaceX's third-quarter earnings call Tuesday. Musk said SpaceX could rent out the company's compute "several times over if we said yes to everyone." SpaceX, however, is reserving a chunk of that capacity for its own AI ambitions, including scaling its AI chatbot Grok and Cursor , the coding startup it recently acquired.
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