BNP Paribas analyst Stefan Slowinski said recent SpaceX disclosures around AI infrastructure spending reinforce bullish expectations for Microsoft Corp. (NASDAQ:MSFT) and Oracle Corp. (NYSE:ORCL) as demand for high-end AI computing capacity remains tight.
SpaceX Filing Highlights Strong AI Monetization Trends
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Slowinski said SpaceX's S-1 filing revealed that Anthropic committed roughly $1.25 billion per month, or about $15 billion annually, for access to the Colossus 1 and Colossus 2 data center campuses.
He said the disclosures suggest AI compute supply remains constrained, supporting higher GPU rental pricing and potentially strengthening monetization opportunities for Microsoft and Oracle in future AI infrastructure contracts and renewals.
