Market Chatter: SpaceX's AI Unit in Talks to Lease Compute Capacity to Microsoft

10:31 AM EDT, 10/01/2026 (MT Newswires) -- SpaceX's (SPCX) artificial intelligence unit SpaceXAI held discussions to lease server capacity to Microsoft (MSFT), The Information reported Thursday, citing people familiar with the matter. The company is generating billions of dollars in monthly commitments from firms including Amazon-backed (AMZN) Anthropic and Alphabet's (GOOG, GOOGL) Google, the report said, adding the status of the Microsoft talks isn't clear. The company plans to deploy around 420,000 Nvidia (NVDA) processors in November to meet growing demand, including a $1.1 billion monthly contract starting in December, The Information said. SpaceX, Microsoft, Anthropic, and Google did not immediately respond to MT Newswires' request for comment. (Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.) Price: 152.22, Change: +1.36, Percent Change: +0.90