SpaceX spends $52 billion to acquire 1

SpaceX spent US$52 billion to purchase 13,000 Nvidia GB300 servers, and Foxconn won a big order. According to Taiwanese media reports, SpaceX has reached a huge order with Foxconn worth up to US$52 billion. According to the agreement, Foxconn will provide SpaceX with approximately 13,000 NVIDIA GB300 AI server racks, with each rack costing approximately US$4 million. It is reported that the delivery of this batch of equipment is expected to start in the fourth quarter of 2026 and continue until the first quarter of 2027. As the undertaker of this project, Foxconn is expected to occupy approximately 40% of the global AI server market by the end of 2026. This large-scale purchase signals that SpaceX is significantly improving its computing power base for model training and inference. According to statistics in May this year, SpaceX's Colossus 1 data center has been equipped with more than 220,000 NVIDIA GPUs, including H100, H200 and about 30,000 GB200 AI accelerators. Currently, the computing power scale of its Colossus 2 data center has been further expanded, with more than 550,000 GPUs, mainly composed of GB200 and GB300 accelerators. In addition to hardware investment, SpaceX has also made frequent moves in the field of cloud services recently. In the process of preparing for the IPO, SpaceX signed a cloud service agreement with Google to provide it with computing power support equivalent to 110,000 NVIDIA GPUs and related infrastructure at a cost of US$920 million per month. In addition, SpaceX also signed a similar agreement with Anthropic to provide 220,000 GPU computing power covering H100, H200 and GB200 models. The agreement is worth up to US$15 billion per year, or US$1.25 billion per month. Among them, the cooperation with Anthropic mainly relies on the Colossus 1 data center, while the agreement with Google is mainly linked to the Colossus 2 data center. In addition, SpaceX also signed a $6.3 billion computing agreement with Pentagon-related Reflection in June this year, aiming to further strengthen the computing power layout of Colossus 2. via cnBeta.COM - Chinese industry information station (author: source: cnBeta.COM)