Sawyer Merritt(@SawyerMerritt):SpaceX CFO Bret Johnsen has announced that the company has signed another AI compute deal that will generate $1.11 billion of revenue per month ($13.3 billion per year), starting on Dec 1, 2026. "Earlier this month, we closed another hosting deal. By the end of this year, with annualizing our December number, we're on track to hit $100 billion of ARR." (via Goldman Sachs Communacopia and Technology Conference)

Sawyer Merritt

@SawyerMerritt

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Sawyer Merritt@SawyerMerritt

2026.09.10 20:42

SpaceX CFO Bret Johnsen has announced that the company has signed another AI compute deal that will generate $1.11 billion of revenue per month ($13.3 billion per year), starting on Dec 1, 2026. "Earlier this month, we closed another hosting deal. By the end of this year, with annualizing our December number, we're on track to hit $100 billion of ARR." (via Goldman Sachs Communacopia and Technology Conference)