SpaceX signs ~$13B/year hosting deal; four compute contracts total ~$41B annually

XFreeze · x · 2026-09-11

SpaceX CFO Bret Johnsen announced a new hosting deal starting December 1, expected to generate roughly $1.11B/month ($13B annually). Combined with Anthropic ($15B/yr), Google ($11B/yr), and Reflection AI ($1.8B/yr), SpaceX's four compute/hosting contracts total roughly $41B per year, reinforcing confidence in its $100B annualized revenue run-rate target as the compute business becomes a core growth engine.

Related event: SpaceX Lands Another AI Compute Hosting Deal Worth $1.11 Billion a Month(9 posts)→

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