SpaceX is positioning itself as an AI infrastructure company by renting compute capacity to AI firms and planning to deploy solar-powered data centers in space, a strategy that could capture a substantial portion of the $26.5 trillion（約4200兆円） AI opportunity it forecasts.

What happened

SpaceX announced rental deals with Anthropic ($1.2 billion（約1900億円） per month) and Alphabet ($920 million（約1500億円） per month) to use compute capacity at its Colossus 1 data center. The company also applied to launch one million satellites into orbit that could serve as space-based data centers powered by solar panels, with deployment expected as early as 2028.

What to watch

SpaceX's AI division generated $3.2 billion（約5100億円） in revenue in 2025, but Goldman Sachs forecast it will jump to $322 billion（約52兆円） by 2030 (with total company revenue reaching $474 billion（約76兆円）). However, the company reported net losses of $4.6 billion（約7400億円） in 2023 and $4.9 billion（約7800億円） in 2025, and AI spending alone reached $12.7 billion（約2兆円） in 2025—making execution on this vision capital-intensive and risky until space-based data centers become commercially operational.