The Information reported on October 1, 2026 that SpaceX's AI unit had become a cloud computing provider, leasing compute to Anthropic, Google and Reflection AI after Elon Musk initially rejected the idea. Anthropic committed $45 billion, with Reuters reporting an additional $40 billion in its IPO prospectus. The unit brought 200,000 GPUs online in 122 days and bought gas turbines for 400 megawatts. Discussion now includes Dario Amodei's talks with Meta executives about compute, though no deal has been reached. The buildout, staffing with SpaceX engineers, and earlier Microsoft talks remain contested.