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Inside SpaceX's data center shake-up: rocket engineers, a Memphis outage and Anthropic's bet
Rocket engineers are rebuilding Musk's AI data centers while customers keep lining up.
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Hello, Elon Musk built his AI data centers at record speed. Now his new team is pumping the brakes, just as Anthropic, Google and a new customer are paying to run on his servers. We’ve been first on the biggest turns in this story. Subscribe for $299 and save 25% on your first year to stay ahead of what comes next. The rocket team takes over After racing to get its Tennessee and Mississippi facilities running, Musk shook up SpaceX’s data center leadership and handed the keys to executives from the rocket and Starlink side of the business, while the people who built the first campuses headed for the exits. Slower, sturdier and not without hiccups The new team is overhauling how SpaceX builds its data centers, trading some of Musk’s trademark speed for backup systems and more testing. Musk goes after the power bottleneck himself Rather than wait on the handful of companies that control a critical piece of the power supply chain, SpaceX is attempting something rivals assumed was impossible, and Musk confirmed it after we reported it. The customers keep signing Even in the middle of the overhaul, SpaceX’s CFO revealed the company has signed another compute rental deal with a new customer, and the timing lines up neatly with an ambitious year-end revenue goal. Even a rival is counting on it SpaceX, whose AI unit competes directly with Claude, is one of the surprising names behind Anthropic’s whirlwind run of compute deals, a buying spree that has would-be IPO investors asking whether it will be enough. Here’s the catch: the terms of these deals give customers more room to walk away than you might expect, which puts real pressure on the rebuild to deliver. Musk’s next moves on speed, power and who gets his servers are still playing out. Subscribe for $299 and save 25% on your first year for the reporting that gets you there before everyone else. Subscribe now From The Information Pro AI Data Center Database Artificial intelligence developers are racing to build the biggest and most powerful Nvidia server chip clusters to win in AI. We mapped some of the biggest completed and planned server clusters. Gain access to the AI Data Center Database, AI Index, 60+ org charts, proprietary databases, exclusive newsletters, subscriber-only events, and more by subscribing to The Information Pro. Sign Up for Our Newsletters Every Monday (subscribers only) AI Infrastructure Ann Davis Vaughan covers how tech titans are disrupting the energy sector and becoming accidental industrial giants to compete on the AI model battlefield. Sign up Follow us Download our app Explore Our Newsletters Subscribe to The Information Sent to you@example.com | Manage your preferences or unsubscribe | Help The Information · 251 Rhode Island Street, Suite 107, San Francisco, CA 94103