Goldman Sachs projected SpaceX's AI-related revenue, which operates Colossus data centers in Mississippi and Tennessee, while exploring expansion into Texas and renting capacity to Anthropic.

The entities involved

• Goldman Sachs →

  American investment bank

  • US-Iran truce aims to reopen Strait of Hormuz amid global monetary policy shifts and oil price drops.Mon 17:37
  • Goldman Sachs, Morgan Stanley, JPMorgan Chase, and Bank of America are competing in the global investment banking sector.Mon 17:24
• SpaceX →

  American private aerospace company

  • The UK defence ministry has adopted and begun using SpaceX's Starshield and Starlink services.Mon 17:54
  • Starship tests are currently being conducted, involving the vehicle's return to Earth.Mon 16:52
• Anthropic →

  American artificial intelligence corporation

  • The European Commission aims to strengthen homegrown AI capabilities while global advanced models face usage restrictions.Mon 17:49
  • An administration order issued by the Trump administration on January 1, 2026, cited national security concerns regarding Anthropic.Mon 17:49

Related events

• SpaceX is providing compute infrastructure to Google and Anthropic, utilizing Nvidia GPUs at a Memphis facility.Aug 25
• Major tech companies are investing heavily in AI data centers, with SpaceX planning to launch these facilities into space.Jun 24
• SpaceX is expanding its operational base in Texas while deepening partnerships with major tech companies like Intel, Nvidia, Tesla, and Google.Jun 13
• Goldman Sachs predicts an optical networking megatrend driven by AI infrastructure demand, benefiting companies like Nvidia, Broadcom, and Micron.Sep 21
• Goldman Sachs projects data center market growth, noting how companies like Credo, Astera Labs, and Nvidia benefit from the AI data center boom.Jul 7