Musk Says Google and Anthropic Lease SpaceX Compute Amid Power Crunch

M&A · PartnershipProduct / Tech Impact 4
โดย Yahoo Finance·US·Read original
Summary · why it matters

Elon Musk said that Alphabet Inc.'s Google, Anthropic, and other companies are leasing computing capacity from Space Exploration Technologies Corp., or SpaceX, because of tightening power supplies in the AI industry. Speaking at the G20 Innovation Ministerial Summit in Chapel Hill, North Carolina, Musk warned that bringing large AI data centers online requires massive power plants, transformers, liquid cooling loops, chillers, and complex networking. He noted that SpaceX built its own power plants to move faster than grid-dependent rivals, a strategy that has become a major business. Google signed a multiyear cloud agreement in June worth $920 million per month at full scale for access to roughly 110,000 Nvidia GPUs, following SpaceX's expanded pact with Anthropic, which agreed to pay $1.25 billion monthly through May 2029. SpaceXAI is also building a 1.2-gigawatt permanent power plant near its Greater Memphis supercomputer sites. Lawrence Berkeley National Laboratory estimates U.S. data centers could consume 11.8% of national electricity by 2030, with scenarios ranging from 9.5% to 15.3%. Musk also criticized European Union technology rules, saying the approach inhibits progress.

Impact on stocks 3

Artificial Intelligence▲ · 3 stocks
Alphabet Inc Class C
GOOG
▲ PositiveDemandrelevance

Google leases SpaceX compute, indicating strong demand for AI infrastructure.

NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

Google and Anthropic lease Nvidia GPUs, boosting demand for Nvidia's products.

Theme Impact 9

Off-coverage companies 1

AnthropicPrivate▲ Positive
Demandrelevance

Anthropic leases SpaceX compute, securing capacity for AI development.

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