SpaceX lands mystery $1.11B/month AI compute customer, joining Anthropic and Google deals
mark_k · x · 2026-09-13
SpaceX has reportedly signed a mystery AI compute customer worth $1.11 billion per month, with the contract starting December 1.
Combined with reported deals of $1.25B/month from Anthropic and $920M/month from Google, that's potentially $3.28B in monthly compute revenue from just three customers.
The unverified takeaway: SpaceX is quietly becoming an AI hyperscaler. The customer's identity remains unknown.
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