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Musk: Google, Anthropic and others are leasing AI compute from SpaceX, which built its own power plants
“there are challenges with power even before next year which is why Google and Anthropic and many other companies are actually leasing compute from SpaceX because we've been able to turn on AI better than anyone else so far... by constructing our own power plants”
Why it matters
This is a first-party disclosure that SpaceX is now a commercial AI compute provider with hyperscaler/LLAB-lab customers, monetizing power generation capability ahead of grid-constrained rivals.
Investment implication
SpaceX is private, but this signals power availability—not chips—is the binding constraint, and vertically integrated power-plus-compute players win. Watch for disclosed SpaceX financials and beneficiaries of behind-the-meter power buildout (turbines, gas generation).