COMPANIES · SPACE INFRA

SpaceX

In the AI Economy Index: Major, 3.00% (as of 2 October 2026)

Builds rockets and satellites, operates the Starlink satellite internet network, and in 2026 combined with xAI to bring the Grok AI lab under the same corporate umbrella.

AI-adjacentSpace infra
What it does

Builds rockets and satellites, operates the Starlink satellite internet network, and in 2026 combined with xAI to bring the Grok AI lab under the same corporate umbrella.

Why it matters

Its plans for solar-powered orbital data centers, and its 2026 combination with xAI, make it a bellwether for whether AI compute eventually moves into space.

How it makes money

Sells launch services and Starlink satellite internet subscriptions; xAI (combined into the business in 2026) sells access to Grok AI models.

Geography

United States

AI stack position

Space and next-generation infrastructure. Launch providers, satellite builders and operators, ground networks and the first attempts at running computing in orbit. Most of these companies have no AI business today; they are on this map because of what they carry, connect or build for the companies that do. Open the space lens.

Connections (24)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (11)

SpaceX launched O3b mPOWER satellites for SES
Provides infrastructure toCurrent
SES said on September 13, 2026 that its final three O3b mPOWER satellites launched on a SpaceX Falcon 9 from Cape Canaveral.

Source: 2026-09-13 · reviewed 2026-10-02

Evidence: Primary-source statement · Reported operating (completed launch)

Limits: A completed launch; does not establish future launch contracts, prices paid, or exclusivity.

SES's Final Three O3b mPOWER Satellites Successfully Launched ↗
Starcloud depends on launch capacity from SpaceX
Buys fromCurrent
Starcloud chief executive Philip Johnston said launch capacity is constrained and that being unable to book SpaceX launch capacity in 2029 would be challenging for the company, with SpaceX's Starship still unproven.

Source: 2026-08-21 · reviewed 2026-09-24

Evidence: Secondary reporting of an on-record executive statement · Reported operating

Limits: A chief executive's statement about expected future launch needs and market scarcity. It does not establish a signed launch contract, any committed volumes or prices, or that SpaceX has agreed to carry Starcloud's future satellites.

Starcloud raises $250 million for orbital data centers as launch options dry up ↗
SpaceX launched satellites for Globalstar
Provides infrastructure toCurrent
Globalstar said on August 16, 2026 that all eight HIBLEO-4 replacement satellites were launched on a SpaceX Falcon 9 rocket.

Source: 2026-08-16 · reviewed 2026-10-02

Evidence: Primary-source statement · Reported operating (completed launch)

Limits: A single completed launch; does not establish future launch contracts, price paid or exclusivity.

Globalstar Confirms Successful Launch of All 8 HIBLEO-4 Replacement Satellites ↗
SpaceX acquired Cursor
AcquiredCurrent
Cursor announced on August 14, 2026 that it had been acquired by SpaceX, completing a process that began with an April 2026 partnership agreement.

Source: 2026-08-14 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: Cursor's post does not disclose the price or consideration; the widely reported $60 billion all-stock figure is not confirmed on this page. It also does not say how Cursor will be organized inside SpaceX, whether it keeps a separate legal entity, or what happens to Cursor's existing model suppliers.

Cursor is now a part of SpaceX ↗
Tesla supplies grid batteries to SpaceX
SuppliesCurrent
SpaceX disclosed in a US securities filing that it spent $295 million on Tesla Megapack battery systems in the second quarter of 2026, and $329 million in the first half of 2026, for power at its AI data centers.

Source: 2026-08-06 · reviewed 2026-09-24

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: Reports a dollar figure taken from a SpaceX regulatory filing; it does not establish how many Megapack units were delivered, which sites they were installed at, the price per unit, whether Tesla gave SpaceX preferential terms, or that the purchasing will continue at this rate.

SpaceX Q2 Tesla Megapack purchases: $295 million for AI data centers ↗
SpaceX provides launch services to AST SpaceMobile
Provides infrastructure toCurrent
A SpaceX Falcon 9 launched AST SpaceMobile's BlueBird 11, 12 and 13 satellites from Cape Canaveral Space Force Station on August 5, 2026.

Source: 2026-08-05 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: Establishes one completed launch only. It does not establish the price paid, how many further launches are under contract, that SpaceX is AST SpaceMobile's exclusive or principal launch provider, or that the satellites have entered commercial service.

AST SpaceMobile Announces Successful Orbital Launch of BlueBirds 11, 12, and 13 ↗
Founders Fund invested in SpaceX
Invested inCurrent
Fortune reported on June 12, 2026 that Founders Fund first backed SpaceX in 2008 with a $20 million investment and was among the venture firms holding stakes at the IPO.

Source: 2026-06-12 · reviewed 2026-09-24

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: The report does not state Founders Fund's current ownership percentage, how much it has sold, or whether it holds Class A or other shares. Valuation figures quoted in such coverage are estimates, not disclosed holdings.

Founders Fund, Andreessen Horowitz, Valor, and the biggest VC winners from SpaceX's IPO ↗
SpaceX leases AI supercomputer capacity to Anthropic
Provides computing capacity toCurrent
SpaceX granted Anthropic access to more than 300 megawatts (over 220,000 NVIDIA GPUs) of compute at its Colossus 1 data center to expand capacity for Claude Pro and Claude Max, announced jointly by both companies. Reported addition (Reuters, 29 September 2026): agreements with xAI that could reach $84.5bn for Nvidia-based capacity through 2029, largely cancelable with 90 days' notice (as reported).

Source: 2026-05-06 · reviewed 2026-10-02

Evidence: Primary-source statement · Active as of announcement; both parties also expressed interest in future orbital compute development

Limits: Confirms the compute-access arrangement and its stated scale, but does not establish contract duration, total dollar value, or delivered (vs. contracted) capacity. Dollar figures added in V3.25.6 are from Anthropic's confidential prospectus as reported by Reuters on 29 September 2026. The prospectus has not been made public and Anthropic did not comment. A public filing could differ.

Higher usage limits and a SpaceX compute deal ↗
SpaceX acquired SpaceXAI (formerly xAI)
AcquiredCurrent
SpaceXAI's own newsroom stated on February 2, 2026 that SpaceX had acquired xAI, which now operates under the SpaceXAI name.

Source: 2026-02-02 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: The post is two sentences long. It does not state the price, the exchange ratio, the legal structure of the combination, or what share of the combined company former xAI holders received. SpaceX's S-1 separately describes the transaction as between entities under common control, which is an accounting characterization, not a valuation.

xAI joins SpaceX ↗
SpaceX launched the satellite of Starcloud
Provides infrastructure toCurrent
SpaceX launched Starcloud's Starcloud-1 satellite, carrying an NVIDIA H100 GPU, in early November 2025, and Starcloud's chief executive said the spacecraft had reached nominal operations.

Source: 2025-11-03 · reviewed 2026-09-24

Evidence: Secondary reporting of an on-record executive statement · Reported operating

Limits: Establishes a single rideshare launch and initial contact with the spacecraft. It does not establish commercial terms, that SpaceX has contracted any further Starcloud launches, any equity or preferential relationship between the two, or how long the payload operated.

Starcloud-1 satellite reaches space, with Nvidia H100 GPU now operating in orbit ↗
SpaceX launched satellites for Iridium
Provides infrastructure toCurrent
Iridium said on May 20, 2023 that five spare satellites were launched on a SpaceX Falcon 9 from Vandenberg Space Force Base.

Source: 2023-05-20 · reviewed 2026-10-02

Evidence: Primary-source statement · Reported operating (completed launch, 2023)

Limits: A completed 2023 launch; does not establish any current or future launch contract.

Iridium Adds to Constellation Resilience with Launch of Spare Satellites ↗

Dated or announced (8)

SpaceX plans to use chips from NVIDIA
Uses technology fromDated / announced
NVIDIA said on August 24, 2026 that SpaceXAI will adopt NVIDIA Vera CPUs and plans to extend an optimized Vera Rubin NVL72 system into orbit aboard its first-generation Starmind AI satellite.

Source: 2026-08-24 · reviewed 2026-09-24

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: An announcement of intent. It does not establish that any Vera CPU or Vera Rubin system has been delivered, that a Starmind satellite has been built or launched, the number of units, the price, or that the orbital hardware will survive the radiation and thermal environment.

SpaceXAI Adopts NVIDIA Vera CPU to Accelerate Agentic AI at Massive Scale ↗
Tesla is co-developing the Terafab chip plant with SpaceX
Partners withDated / announced
SpaceX published and Tesla echoed an announcement confirming a $16.8 billion first phase of a jointly pursued semiconductor plant, 'Terafab', in Grimes County, Texas, intended to make chips for Tesla's Optimus robots and Cybercabs and for SpaceX's planned space-based data centers.

Source: 2026-08-06 · reviewed 2026-09-24

Evidence: Secondary reporting of an on-record executive statement · Announced; not confirmed operating

Limits: A site and spending announcement. The article notes SpaceX's own filing described Terafab as a 'general framework' with no binding commitments and no finalized intellectual-property split, so this does not establish a completed joint venture, ownership shares, equipment orders, or a production date.

Tesla, SpaceX confirm 'Terafab' chip fab site — $16.8B first phase ↗
SpaceX sells GPU compute capacity to Google (Alphabet subsidiary)
Provides computing capacity toDated / announced
SpaceX agreed on 5 June 2026 to give Google access to roughly 110,000 Nvidia GPUs of compute capacity at its Colossus data centers for $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee, per SpaceX's SEC filing. If SpaceX does not deliver the committed GPUs by 30 September 2026, Google may, after a one-month grace period, end the agreement or accept fewer GPUs at a pro rata lower fee; after 31 December 2026 either party may end it on 90 days' notice.

Source: 2026-06-05 · reviewed 2026-09-27

Evidence: Primary-source statement · Active contract disclosed in SpaceX's SEC filing; includes a 30 September 2026 GPU delivery deadline and a 90-day termination right for either party after 31 December 2026

Limits: The filing sets out the terms, not delivery. As of 27 September 2026 neither company has said whether the committed GPUs were delivered by the 30 September deadline. Because either side can exit on 90 days' notice after 31 December 2026, the October 2026–June 2029 term, and the roughly $29 billion it would imply, is not guaranteed.

SpaceX free writing prospectus (Rule 433) filed 5 June 2026: Cloud Service Agreement with Google ↗
SpaceX plans orbital compute with Anthropic
Co-develops withDated / announced
SpaceXAI said that, as part of its May 2026 agreement, Anthropic expressed interest in partnering to develop multiple gigawatts of orbital AI compute capacity.

Source: 2026-05-06 · reviewed 2026-09-27

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: A stated intention published by one side of the deal. It does not establish a signed orbital development contract, any funding, any hardware, a timetable, or that Anthropic has committed to buy orbital capacity.

New Compute Partnership with Anthropic ↗
EchoStar agreed to sell spectrum licenses to SpaceX
SuppliesDated / announced
EchoStar said on September 8, 2025 it entered a definitive agreement to sell its AWS-4 and H-block spectrum licenses to SpaceX for about $17 billion, made up of up to $8.5 billion in cash and up to $8.5 billion in SpaceX stock.

Source: 2025-09-08 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; closing subject to regulatory approvals; completion not verified

Limits: An agreement announcement; this check could not open a later EchoStar release, so it does not establish that the sale has closed, the final consideration paid, or how SpaceX uses the spectrum.

EchoStar Announces Spectrum Sale and Commercial Agreement with SpaceX ↗
EchoStar agreed a direct-to-cell commercial deal with SpaceX
Partners withDated / announced
EchoStar said it would set up a long-term commercial agreement giving Boost Mobile subscribers access to SpaceX's next-generation Starlink Direct-to-Cell service.

Source: 2025-09-08 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: Announcement; does not establish launch timing, pricing, subscriber numbers or that service is live. Commercial agreement was to be entered alongside the spectrum sale; launch of the service for Boost subscribers not verified.

EchoStar Announces Spectrum Sale and Commercial Agreement with SpaceX ↗
SKY Perfect JSAT resells Starlink Business service from SpaceX
Partners withDated / announced
SKY Perfect JSAT said on October 31, 2023 it was certified as a reseller by Starlink Japan GK and planned to offer Starlink Business broadband service.

Source: 2023-10-31 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: A 2023 announcement; does not establish subscriber numbers, revenue, or that the reseller arrangement continues in 2026.

SKY Perfect JSAT expands service offering with Starlink Business broadband service using low earth orbit satellites ↗
Google (Alphabet subsidiary) announced ground-station hosting for SpaceX
Provides infrastructure toDated / announced
Google Cloud announced on May 13, 2021 that SpaceX would place Starlink ground stations inside Google data center properties and connect them to Google Cloud's private network.

Source: 2021-05-13 · reviewed 2026-09-24

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: A 2021 announcement. It does not establish how many ground stations were built, whether the arrangement is still in force five years later, what either side pays, or any link to SpaceX's later AI compute business.

Google Cloud and SpaceX's Starlink to Deliver Secure, Global Connectivity ↗

Comparisons (5)

United Launch Alliance competes with SpaceX
Competes withComparison only
A trade report described ULA as a launch-only provider holding an 80-plus mission backlog including 38 Vulcan launches for Amazon's Leo constellation, under pricing pressure from SpaceX's vertically integrated, reusable-rocket model.

Source: 2026-09-13 · reviewed 2026-09-24

Evidence: Analytical comparison · Product/market overlap

Limits: Trade-press analysis, not a statement from either company. It does not establish relative market share, launch prices, cadence, margins, or either company's financial results, and reported sale interest in ULA is not a transaction.

Financial Pressures and Low Margins Intensify Ownership Sale Rumors for United Launch Alliance ↗
Blue Origin competes with SpaceX
Competes withComparison only
Reporting on launch scarcity described Blue Origin's New Glenn and ULA's Vulcan as the alternatives to SpaceX's Falcon 9, which is scheduled to end in 2028, but noted neither is yet flying regularly.

Source: 2026-08-21 · reviewed 2026-09-24

Evidence: Analytical comparison · Product/market overlap

Limits: Trade-press analysis of launch supply. It does not establish launch prices, cadence, payload share or any company's market position, and the Falcon 9 retirement date is reported rather than confirmed by SpaceX here.

Starcloud raises $250 million for orbital data centers as launch options dry up ↗
SpaceX competes with Amazon Web Services
Competes withComparison only
Network World reported on July 7, 2026 that SpaceX's rented AI compute business places it against established cloud AI providers including AWS, which lead on governance, compliance and enterprise support.

Source: 2026-07-07 · reviewed 2026-09-24

Evidence: Analytical comparison · Product/market overlap

Limits: An analyst framing, not a statement by either company. It does not compare capacity, pricing or customer counts, and SpaceX also distributes Grok models through AWS Bedrock.

SpaceXAI wants to compete on AI infrastructure, not just AI models ↗
SpaceX competes with Microsoft
Competes withComparison only
Network World reported on July 7, 2026 that SpaceX's AI compute offering places it against established providers including Microsoft, which the article says still lead on enterprise support and ecosystem maturity.

Source: 2026-07-07 · reviewed 2026-09-24

Evidence: Analytical comparison · Product/market overlap

Limits: An analyst framing rather than a statement by either company. It does not compare capacity, pricing or customers, and Microsoft separately hosts and sells SpaceXAI's Grok models on Azure.

SpaceXAI wants to compete on AI infrastructure, not just AI models ↗
Eutelsat Group competes with SpaceX
Competes withComparison only
Eutelsat described OneWeb as one of only two fully operational low Earth orbit networks globally and the sole European operator, with more than 600 satellites across 12 orbital planes at 1,200km.

Source: 2026-01-12 · reviewed 2026-09-24

Evidence: Analytical comparison · Product/market overlap

Limits: Eutelsat's own characterization, and it does not name the other operational LEO network. It establishes no comparison of capacity, pricing, subscriber numbers, coverage or market share against SpaceX's Starlink.

Eutelsat procures a further 340 OneWeb low earth orbit satellites from Airbus ↗
Evidence for this profile

xAI joins SpaceX ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.43, released .