SpaceX Just Spent $60 Billion on Artificial Intelligence (AI). Could Elon Musk Be Building the Next Amazon?

Adam Spatacco, The Motley Fool

Sun, June 28, 2026 astatine 12:07 PM CDT 5 min read

In the aboriginal days of online shopping, Amazon (NASDAQ: AMZN) was a elemental website that sold books. In the years that followed, the institution expanded its marketplace into a much broad e-commerce platform. That yet helped pave the mode for the motorboat of its unreality infrastructure platform, Amazon Web Services (AWS). This concatenation of events softly turned Amazon into an indispensable integer infrastructure supplier -- driving trillions of dollars successful marketplace value.

Elon Musk's Space Exploration Technologies (NASDAQ: SPCX) is pursuing a akin path. While SpaceX began with rockets that made it cheaper to get payloads into orbit, the institution present besides offers planetary net connectivity done its Starlink concern and is gathering ample artificial quality (AI) information centers.

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SpaceX's semipermanent extremity is to make a broad suite of tools that powerfulness the full AI economy. Recent steps, including its merger with xAI and its acquisition of Cursor AI, are speeding this process up.

Rockets, internet, and AI infrastructure each nether 1 extortion

SpaceX oversees the implicit series required to present each aspects of the AI infrastructure worth chain. The company's rockets grip the launches that spot instrumentality into orbit. Starlink's broadband satellites supply a planetary connectivity web that tin nexus AI systems with extremity users. And connected the ground, SpaceX is deploying ample clusters of servers dedicated to grooming AI models.

This vertical integration extends to powerfulness and information flow, too. Terrestrial information centers gully energy from the established grid and powerfulness works infrastructure, and supplement that with on-site powerfulness procreation wherever needed. The information halfway satellites it aims to deploy successful orbit volition run utilizing continuously disposable star power.

Since SpaceX controls rockets, the connectivity layer, the powerfulness approach, and the accelerated computing hardware, it volition beryllium capable to make and deploy next-generation AI systems without depending connected outer suppliers for each step. This playbook mirrors the 1 utilized by Amazon, which built its ain warehouses, logistics network, and unreality level alternatively than relying connected extracurricular vendors for those cardinal pieces of its operation.

SpaceX is bolstering its AI concern done cardinal combinations