SpaceX has just given Foxconn a major order for NVIDIA GB300 AI server racks, significantly upping its training- and inference-related compute footprint.
Foxconn has now added SpaceX to its growing roster of hyperscaler deals
According to a report by a Taiwan-based publication, SpaceX has just awarded Foxconn a part in a new $52 billion order for around 13,000 racks of NVIDIA GB300 AI servers, with shipments expected to begin in Q4 2026 and continuing until Q1 2027, with each rack costing around $4 million. Also, the order spans 936,000 NVIDIA GPUs. Do note that it is not yet clear if this entire order goes to Foxconn or SpaceX plans to divide its procurement among other rack assemblers as well.
At any rate, Foxconn expects to corner around 40 percent of the global AI server market by the end of 2026. And, critically, this order is not a part of that calculation, which suggests a material upside to Foxconn's projections lies ahead. What's more, with this order, Foxconn has managed to break through the Dell/Supermicro duopoly.
As we reported recently, as of May 2026, SpaceX's Colossus 1 data center supported over 220,000 NVIDIA GPUs, divided between H100, H200, and around 30,000 units of the GB200 AI accelerators.
Meanwhile, the Colossus 2 data center currently boasts of over 550,000 GPUs, divided between GB200 and GB300 accelerators.
Do note that, in the run-up to its IPO, SpaceX locked a Cloud Service Agreement with Google, furnishing it with a compute capacity equivalent to "110,000 NVIDIA GPUs, CPUs, memory, and other related components," all for a consideration of $920 million per month.
Also, the parent company of Starlink recently inked a similar agreement with Anthropic, providing access to "220,000 NVIDIA GPUs (including H100S, H200S, GB200s, and others)," all for a consideration of $1.25 billion per month or $15 billion per year.
While the Anthropic deal is locked to SpaceX's Colossus 1 data center, where a mish-mash of GPUs renders the data center less attractive for training future iterations of Grok AI, and where xAI consumes just 11 percent of the total available FLOPs, the Google deal is primarily tied to the Colossus 2 data center.
Back in June 2026, SpaceX signed another $6.3 billion compute deal for the Colossus 2 data center, this time with Pentagon-linked Reflection.
Update: Elon Musk issues a denial
Elon Musk has just denied this report as fake news. It would not be the first time that the CEO of SpaceX has issued such a denial. Even so, it remains to be seen if the plans delineated in this report do end up getting implemented.
Moreover, it appears that SpaceX has abandoned Supermicro and is preferring Foxconn as its server manufacturer of choice.
About the author: Writing is my one incontrovertible passion. Over the past six years, he has authored over 2,200 distinct articles on financial and tech-related topics, spanning nearly 1 million words. And he has been a member of Wcctech mobile team since 2025. As an alumnus of the University of Toronto, Rotman Commerce Program, I bring nuance, in-depth knowledge, and a unique perspective to every topic that I cover. When I'm not writing, I'm traveling the world, exploring hidden confectionaries and restaurants as an aspiring food connoisseur.
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