SpaceX signs another AI compute deal: $1.11B per month, on track for $100B ARR
NinaDSchick · x · 2026-09-11
SpaceX CFO Bret Johnsen announced at Goldman Sachs' Communacopia and Technology Conference that the company has signed another AI compute hosting deal generating $1.11 billion per month ($13.3 billion annually) starting Dec 1, 2026.
Annualizing the December figure, SpaceX is on track to hit $100 billion in ARR by year end, marking a rapid expansion into large-scale AI compute hosting.
Related event: SpaceX Lands Another AI Compute Hosting Deal Worth $1.11 Billion a Month(9 posts)→
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