SpaceX (SPCX) Stock: The Data Center Rethink Wall Street Is Watching

TLDR

• SpaceX is overhauling its data center build-out, now focusing on backup systems, cooling, and thorough testing before going live
• The new approach could slow expansion and hinder revenue growth
• SpaceX suffered a recent data center outage, prompting Musk to promise “corrective action”
• The company rents computing capacity to Anthropic, Google, and others, making data centers a key revenue source
• Goldman Sachs expects SpaceX’s AI-related revenue to jump from $3.2B to $322B by 2030

SpaceX (SPCX) stock rose 1.6% in morning trading Wednesday after The Information reported the company is overhauling how it builds its data centers, a shift that could slow expansion.

Space Exploration Technologies Corp., SPCX

The change comes after SpaceX recently replaced its data center management team with engineers from its rocket and Starlink operations, following reliability problems and engineering concerns.

The new team is now prioritizing backup systems, cooling infrastructure, and full testing before data centers go live. Previously, those systems were bolted on after the centers were already operating.

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