SpaceX has reportedly handed Foxconn part of a $52 billion AI server order, which includes nearly a million Nvidia GPUs.
According to UDN, SpaceX has awarded Foxconn a slice of a new order for about 13,000 racks of Nvidia GB300 AI servers. Shipments are expected to start in the fourth quarter of 2026 and continue into the first quarter of 2027.
Each rack is said to cost about $4 million, which is enough to make even a data centre accountant quietly swallow their pencil. The order spans 936,000 Nvidia GPUs.
It is unclear whether the entire order goes to Foxconn or whether SpaceX plans to split procurement among other rack assemblers. Given the size of the thing, spreading the love would not be a shock.
Foxconn expects to grab about 40 per cent of the global AI server market by the end of 2026. This order is apparently not part of that calculation, suggesting the Taiwanese giant may have some tasty upside to its forecasts.
The deal would mean Foxconn has kicked through the door of the cosy AI server rack duopoly among the Grey Box Shifter, Dell, and Supermicro.
As reported recently, SpaceX’s Colossus 1 data centre supported more than 220,000 Nvidia GPUs as of May 2026. That estate was split between H100, H200 and about 30,000 GB200 AI accelerators.
Colossus 2 is already said to have more than 550,000 GPUs, split between GB200 and GB300 accelerators.
In the run-up to its IPO, SpaceX locked in a cloud service agreement with Google. The deal gives it compute capacity equivalent to “110,000 NVIDIA GPUs, CPUs, memory, and other related components,” for $920 million a month.
The Starlink parent recently signed a similar agreement with Anthropic. That deal gives access to “220,000 NVIDIA GPUs (including H100S, H200S, GB200s, and others)” for $1.25 billion per month, or $15 billion per year.
The Anthropic deal is tied to SpaceX’s Colossus 1 data centre. That site’s mix of GPUs makes it less attractive for training future Grok AI models, while xAI reportedly uses just 11 per cent of the total available FLOPs.
The Google deal is mainly tied to Colossus 2. In June 2026, SpaceX signed another $6.3 billion compute deal for Colossus 2, this time with Pentagon-linked Reflection.
If the Taiwanese report is right, SpaceX is not merely buying AI hardware. It is hoovering up enough Nvidia kit to make the rest of the market wonder what scraps are left on the table.
