Stock Markets February 18, 2026

Saudi AI Firm Humain Takes $3 Billion Stake in xAI Ahead of SpaceX Acquisition

Investment converts to SpaceX shares after xAI’s Series E and subsequent acquisition; Saudi push tied to compute capacity and data center plans

By Marcus Reed
Saudi AI Firm Humain Takes $3 Billion Stake in xAI Ahead of SpaceX Acquisition

Humain, Saudi Arabia’s national artificial intelligence company, invested $3 billion in Elon Musk’s xAI as part of an upsized Series E round. The stake was classified as a "significant" minority holding and was converted into SpaceX shares following SpaceX’s acquisition of xAI. The move aligns with Saudi ambitions to expand AI capabilities and a previously announced plan to develop 500 megawatts of AI data center infrastructure in partnership with xAI.

Key Points

  • Humain committed $3 billion to xAI’s Series E, becoming a "significant" minority investor whose stake was converted into SpaceX shares after SpaceX acquired xAI.
  • The investment supports Saudi Arabia’s stated objective to expand AI capacity and diversify revenues by tapping growing demand for compute infrastructure.
  • Humain’s funding builds on a prior joint plan with xAI to develop 500 megawatts of AI data center infrastructure announced at the U.S.-Saudi Investment Forum.

Humain, Saudi Arabia’s state-backed artificial intelligence entity, said on Wednesday it invested $3 billion in xAI as part of the company’s Series E funding round, a transaction that took place shortly before xAI was acquired by SpaceX.

According to Humain, the $3 billion commitment made the firm a "significant" minority shareholder in xAI. Following the acquisition, Humain’s holdings in xAI were converted into shares of SpaceX, the company controlled by Elon Musk.

The investment is presented by Humain as part of Riyadh’s broader push to expand its footprint in artificial intelligence. Officials framed the capital deployment as a way to tap into rising demand for compute capacity and to broaden national revenue sources beyond oil.

This transaction builds on a cooperative agreement disclosed in November at the U.S.-Saudi Investment Forum. At that event, Humain and xAI announced plans to jointly develop 500 megawatts of AI data center infrastructure, a commitment the Saudi firm referenced in its statement on the latest investment.

xAI itself said in January that it had raised $20 billion in an upsized Series E round as it accelerates deployment of new models and supporting infrastructure. The company framed the fundraise as part of efforts to position itself ahead of competitors OpenAI and Anthropic.

A month after announcing the expanded Series E, xAI was acquired by SpaceX. The acquisition was described as a consolidation that brings together Musk’s artificial intelligence venture and his space and rocket enterprise under a single corporate umbrella.


Summary of the transaction

  • Humain invested $3 billion in xAI during its Series E funding round.
  • Humain became a "significant" minority shareholder and then had its xAI holdings converted into SpaceX shares following SpaceX's acquisition of xAI.
  • The investment connects to a prior partnership to develop 500 megawatts of AI data center capacity.

The announcement underscores two concurrent developments documented by the parties: a major capital injection into xAI’s Series E financing and a corporate consolidation with SpaceX that reshaped the ownership of xAI investors. Humain characterized its involvement as aligned with national objectives to foster AI capability and to leverage anticipated demand for compute resources.

Risks

  • Conversion of xAI holdings into SpaceX shares creates uncertainty about how Humain’s influence and returns will be realized under the new corporate structure - impacts corporate governance and investor exposure in the space and AI sectors.
  • xAI explicitly cited competition from OpenAI and Anthropic as a driver for its $20 billion Series E upsizing, indicating competitive pressures in AI model development and infrastructure deployment - impacts AI software and cloud infrastructure markets.
  • Saudi objectives to capitalize on growing demand for compute capacity depend on that demand materializing and on successful execution of planned data center projects such as the 500 megawatt collaboration - impacts data center construction, power markets, and related infrastructure sectors.

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