TECH NEWS – We’re talking about billions of dollars, and Nvidia’s AI servers are part of the order.

SpaceX recently commissioned Foxconn to fulfill a $52 billion order that includes 13,000 racks of Nvidia GB300 AI servers. Deliveries are expected to begin in the fourth quarter of 2026 and continue through the first quarter of 2027. Each rack is expected to cost approximately $4 million. The order also includes 936,000 Nvidia GPUs. It is unclear whether Foxconn will fulfill the entire order or if SpaceX plans to split the procurement among other rack assemblers. In any case, Foxconn expects to hold approximately 40% of the global AI server market by the end of 2026. Crucially, this order is not included in that calculation, suggesting significant upside potential relative to Foxconn’s forecasts. Furthermore, this order allows Foxconn to break the Dell/Supermicro duopoly.

In May, we learned that SpaceX’s Colossus 1 data center supported over 220,000 Nvidia GPUs, divided among H100, H200, and approximately 30,000 GB200 AI accelerators. Meanwhile, the Colossus 2 data center currently boasts over 550,000 GPUs divided among GB200 and GB300 accelerators. In preparation for its IPO, SpaceX entered into a cloud services agreement with Google. Under this agreement, Google will provide SpaceX with computing capacity equivalent to 110,000 Nvidia GPUs, along with CPUs, memory, and other related components, for $920 million per month.

Additionally, Starlink’s parent company recently signed a similar agreement with Anthropic. This agreement provides access to 220,000 Nvidia GPUs, including H100S, H200S, GB200, and other models, for $1.25 billion per month or $15 billion per year. The Anthropic agreement is tied to SpaceX’s Colossus 1 data center, where the mixed composition of GPUs makes the data center less attractive for training future versions of Grok AI and where xAI utilizes only 11% of the total available FLOP performance. In contrast, the Google agreement is primarily linked to the Colossus 2 data center.

In June, SpaceX signed another $6.3 billion computing capacity agreement for the Colossus 2 data center, this time with Reflection, a Pentagon-affiliated company.

Source: WCCFTech, UDN, xAI, Introl, CNBC