SpaceX has struck a $1 billion a month compute deal with a mystery customer

SpaceX is cashing successful connected the surging demand for AI compute.

CFO Bret Johnsen told a Goldman Sachs convention connected Thursday that SpaceX had clinched different awesome information halfway woody worthy complete $1 cardinal a month.

"Just earlier this month, we closed different hosting deal, and that translates into astir $1.11 cardinal a period starting December 1st of this year," Johnsen said.

Johnsen did not opportunity who the customer was, but added that the woody gave him "even much conviction" that SpaceX would deed its target of $100 cardinal successful annual recurring revenue by the extremity of the year.

The latest woody adds to agreements SpaceX has struck pinch Google and Anthropic to rent retired capacity successful its monolithic Colossus information centers successful Mississippi and Tennessee.

Anthropic agreed to salary SpaceX $1.25 cardinal a month done to May 2029 arsenic it battled to meet increasing request for its Claude AI model, while the woody Google, which is simply a awesome SpaceX shareholder, agreed successful June is worthy $920 cardinal a month.

Securing compute to tally and train the astir powerful AI models has go a immense bottleneck for AI companies, pinch the likes of OpenAI and Meta embarking connected multibillion-dollar information halfway building sprees that person sparked important nationalist backlash.

The title to summation entree to cutting-edge GPUs and information centers has turned into a awesome gross opportunity for SpaceX, which acquired a important magnitude of unused information halfway capacity erstwhile it merged pinch Musk's AI startup xAI successful February.

Johnsen told investors successful the company's Q2 net past period that SpaceX had already signed $6.7 cardinal successful unreality services gross successful the first fewer weeks of the 3rd quarter.

The influx of gross comes arsenic SpaceX continues to pain eye-watering amounts of money connected building caller AI infrastructure.

The rocket institution spent $16 cardinal connected AI infrastructure successful the 2nd 4th of 2026, pinch executives telling investors to expect akin levels of spending for the remainder of the year.

If everything goes to plan, a batch of that infrastructure will extremity up successful space.

Elon Musk has stake that the solution to the nationalist backlash and power crunch information centers are facing connected Earth lies successful building a web of AI satellites, and SpaceX is readying to motorboat its first orbital information centers astatine the extremity of adjacent year.