Sources: SpaceX's AI unit held talks about leasing computing capacity to Microsoft, as it fully embraces the neocloud business despite Musk's initial reluctance
THE SO WHAT
SpaceX’s AI unit exploring leasing compute to Microsoft is another data point that GPU-rich players are becoming neocloud providers in their own right. If you’re planning large-scale training or inference, your future vendor list may include nontraditional cloud partners tied to space or telecom infrastructure.
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