SpaceX has struck a $1 billion a month compute deal with a mystery customer
CFO Bret Johnsen told a Goldman Sachs conference on Thursday that SpaceX had clinched another major data center deal worth over $1 billion a month.
SpaceX has secured a significant AI compute deal worth over $1 billion per month from an undisclosed customer, as reported by CFO Bret Johnsen during a Goldman Sachs conference on Thursday. This follows similar agreements with Anthropic and Google, further cementing SpaceX's position in the burgeoning AI market. Johnsen emphasized that this latest contract provides him additional confidence in SpaceX's ability to achieve its ambitious goal of generating $100 billion in annual recurring revenue by year-end.
The new arrangement builds upon existing partnerships with Google and Anthropic, who are among the many companies grappling with the high demand for AI compute resources. SpaceX's success in this space stems from the acquisition of unused data center capacity when it merged with Musk's AI startup, xAI, in February. With AI infrastructure increasingly becoming a major expense, SpaceX's revenue has soared to $6.7 billion in the first quarter of 2026 alone, despite the company's ongoing financial challenges.
SpaceX's long-term vision includes the deployment of orbital AI data centers, powered by satellites, as part of Musk's strategy to address public concerns over energy consumption and the environmental impact of traditional data centers.
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