SpaceX in Talks with Microsoft for AI Computing Capacity

Key Facts

1SpaceX held talks with Microsoft regarding AI computing capacity requirements.

2Bernstein forecasts AI revenue could reach $115 billion next year, representing a nearly 500% surge.

SpaceX held talks with Microsoft regarding AI computing capacity requirements, Benzinga reported. The discussions align with forecasts from Bernstein, which suggests AI-related revenue could reach $115 billion next year, representing a surge of nearly 500%.

Microsoft (MSFT) shares closed at $517.53 on October 2, 2026, while SpaceX (SPCX) closed at $158.96 on the same date. Among industry peers, Apple (AAPL) was trading at $333.505 on October 5, 2026, while Alphabet (GOOGL) closed at $343.5 and Meta closed at $728.08 on October 2, 2026.