People familiar with the matter revealed that SpaceX's AI business division had negotiations with Microsoft this summer to rent out computing power. This incident shows that despite initial resistance, Musk has now fully embraced the new cloud business. The computing power rental business has quickly become one of SpaceX's most profitable business segments. Driven by AI labs with scarce computing power such as Anthropic and Google, the business has received promised orders of several billion dollars every month, and more deals are yet to be completed. People familiar with the matter said that the final direction of negotiations with Microsoft is unclear, and a Microsoft spokesperson declined to comment. Musk's AI startup xAI merged into SpaceX earlier this year, and building a cloud computing service provider was not Musk's original intention in founding xAI. According to people familiar with related discussions, at some point last year, xAI's computing power reserves were larger than its actual usage. Company executives urged Musk to sell computing power to other AI companies, but Musk rejected it. He believes that if xAI transforms into a cloud service provider, it cannot be considered a serious AI laboratory. At the beginning of this year, Musk changed his attitude and first opened up computing power to Anthropic. People familiar with the project said that SpaceX has now finalized a large number of external customers, and there is an urgent need to expand computing power resources to meet order requirements.

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