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Pentagon considers sourcing compute from SpaceX to power AI models
SpaceX stock has fallen more than 25% since its listing, even as it trades up about 7% in morning trading.
Yahoo Finance reports that the Pentagon is exploring sourcing compute from SpaceX to run AI models, a concept described as unconfirmed by both organizations. If pursued, the arrangement could be worth billions of dollars for SpaceX and further expand government ties, according to the report.
The same account notes that a potential deal would follow similar patterns to SpaceX's existing relationships with companies including Anthropic, Alphabet, and Reflection AI, as described in the cited writeup. It also frames the proposal as a compute procurement step tied to AI model workloads rather than a contract already finalized.
Despite the news, the outlet says the market reaction has not halted the post-IPO slide. SpaceX shares are down more than 25% since listing, with seven consecutive sessions of losses, though the stock is up roughly 7% in morning trading.
The article also highlights SpaceX's manufacturing scale, citing that by mid-2025 the company was producing more than 15,000 Starlink user terminals per day at its Bastrop, Texas facility. It adds that the same facility makes components such as solar arrays, ion thrusters, and phased array antennas in-house, pointing to operational integration as a competitive advantage.