Elon Musk's SpaceX has made available access to 220,000 Nvidia GPUs and 300 megawatts of AI compute capacity, with Anthropic confirmed as a tenant. Musk stated the deal raised no ethical flags, and Anthropic is also exploring orbital data center possibilities.
The move signals heavy GPU access becoming a competitive differentiator; large-scale inference and training now routinely requires dedicated power allocations. For infrastructure buyers, SpaceX's play highlights how vertically integrated compute pools (combining satellites + ground infrastructure) could reshape training economics.