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FollowingSpaceX signed another huge AI computing contract, and management is confident of reaching annualized revenue of 100 billion US dollars in 2026.
SpaceX recently signed another large-scale AI computing contract, which provides management with new confidence, indicating that the company is expected to achieve its goal of reaching US$100 billion in annualized revenue (ARR) by the end of 2026. At the Goldman Sachs Communacopia + Technology conference, Chief Financial Officer Bret Johnsen said that an unnamed client will pay SpaceX approximately $1.11 billion in monthly computing power fees starting December 1. If the agreement lasts for a full year, it will generate approximately US$13.3 billion in annualized revenue.
Johnsen said the agreement gave SpaceX "more confidence" on its progress towards achieving its $100 billion ARR goal. This is the fourth major AI computing contract SpaceX has signed in recent months, after the company has reached similar partnerships with Google and Anthropic. Google will pay approximately $920 million a month, while Anthropic's contract is worth approximately $1.25 billion a month. Coupled with this latest customer, these contracts fully demonstrate how SpaceX is actively expanding from rocket launch and satellite chain businesses into AI infrastructure.
AI demand grows faster than capacity expansion
The timing of the signing is particularly interesting because the new contract comes after reports that SpaceX reassessed its data center expansion plans. Previous industry analysis pointed to reliability issues with existing facilities and delays in expansion projects outside Memphis. This has created significant tension: on the one hand, SpaceX has proven that it is selling computing power far faster than expected; on the other hand, the company still needs sufficient electricity, cooling systems and reliable Infrastructure to deliver this computing power on a large scale.
Johnsen said SpaceX expects to deploy more than 2 gigawatts (GW) of computing capacity by the end of 2026 and may expand to 5-10 GW in 2027. He specifically pointed out that access to power resources is one of the key reasons why management maintains confidence in growth plans.
US$100 billion in annualized revenue will be huge.
The goal of crossing the end of the year means that SpaceX's current financial base will usher in a dramatic improvement. The company's annualized revenue for the second quarter was approximately US$31 billion, and revenue for the quarter reached US$7.81 billion, a year-on-year increase of 92%. Data shows that AI-related revenue increased by 247%, and its importance in SpaceX's long-term valuation story has become increasingly prominent.
Goldman Sachs previously predicted that SpaceX's AI revenue could reach US$322 billion by 2030, much higher than the approximately US$3.2 billion in 2025. This forecast has identified AI as one of the core assumptions supporting the company's open market valuation. In addition, SpaceX also sent a signal to investors that computing power construction can produce exceptionally fast returns. During the second quarter earnings conference call, Johnsen said that the payback period for AI infrastructure investment was less than a year, while Elon Musk revealed that the company's internal target time for annual revenue to reach US$1 trillion has been advanced to 2030.
