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SpaceX Negotiates Billion-Dollar Pentagon AI Data-Center Deal

7/18/2026

Summary

Story summary

SpaceX is negotiating with the Department of Defense to supply data-center capacity for Pentagon AI workloads worth several billion dollars.
The deal would move SpaceX’s computing into defense, competing with Amazon, Microsoft, Google and Oracle.
SpaceX already sells cloud power to Google for $920 million a month and to Anthropic for $1.25 billion a month.
Shares fell 5.5 % to $123.84 as of 3:38 p.m. on Friday, and Pentagon officials have not commented.

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Story summary

SpaceX is negotiating with the Department of Defense to supply data-center capacity for Pentagon AI workloads worth several billion dollars.
The deal would move SpaceX’s computing into defense, competing with Amazon, Microsoft, Google and Oracle.
SpaceX already sells cloud power to Google for $920 million a month and to Anthropic for $1.25 billion a month.
Shares fell 5.5 % to $123.84 as of 3:38 p.m. on Friday, and Pentagon officials have not commented.