SpaceX Mulls Changing AI Team Amid Data Center Delays. What This Means for SpaceX Stock.

SpaceX is considering restructuring its AI infrastructure team following data center delays, according to a report from The Information. The company, headquartered in California, had allocated a $28 trillion market opportunity to AI in its IPO filing. SpaceX has been working on data center buildouts and securing compute deals with companies like Google and Anthropic.

However, engineering issues emerged at its Tennessee and Mississippi facilities, with some sites operating without adequate power backup and cooling systems. To address this, SpaceX brought in Wesley Salandro, a former senior production leader for Falcon and Dragon programs, and Logan McConnell, a product-support director from Starbase facility.

Additionally, SpaceX has posted job listings for civil engineering positions. Michael Nicolls now oversees SpaceXAI, with oversight of infrastructure turnaround. Nicolls has an engineering background from Cornell, co-founded LeoLabs, and led Starlink engineering. Wesley Salandro brings industrial execution experience from BMW, Lucid Motors, and Vector Launch, while Logan McConnell has managed production support operations at Starbase.

Daniel Dueri, placed in charge of compute infrastructure, has a doctorate in guidance and control from the software and network side of SpaceX. The new executives' first task is to prove that existing capacity can operate reliably, serve external customers, and generate acceptable returns. SpaceX's stock is currently down 12% since its IPO and has a consensus rating of "Moderate Buy."