SpaceX is cashing in on the surging demand for AI compute.
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.
“Just earlier this month, we closed another hosting deal, and that translates into about $1.11 billion a month starting December 1st of this year,” Johnsen said.
Johnsen did not say who the customer was, but added that the deal gave him “even more conviction” that SpaceX would hit its target of $100 billion in annual recurring revenue by the end of the year.
The latest deal adds to agreements SpaceX has struck with Google and Anthropic to…
