SpaceX has added another major customer to its rapidly growing AI compute business, signing a new agreement that will generate approximately US$1.11 billion per month starting December 1, 2026.
SpaceX CFO Bret Johnsen revealed the deal Thursday while speaking at the Goldman Sachs Communacopia and Technology Conference. Johnson did not identify the customer.
“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,” Johnsen said.
The new contract alone works out to roughly US$13.3 billion in annualized revenue, adding to a growing list of enormous compute agreements SpaceX has signed this year.
Anthropic is paying approximately US$1.25 billion per month for access to SpaceX’s Colossus infrastructure, while Google signed a separate agreement worth US$920 million per month beginning in October. Reflection AI joined the customer list in June with a deal worth US$150 million per month for access to NVIDIA GB300 hardware at Colossus 2 near Memphis, Tennessee.
Including the latest unnamed customer, those four agreements represent about US$3.43 billion in monthly contracted AI compute revenue, or more than US$41 billion on an annualized basis at their stated rates.
The deals are quickly turning AI infrastructure into another major business for SpaceX. Johnson said the company’s Starlink and AI businesses only could generate US$100 billion annual revenue by the end of 2026.
Johnsen also provided several updates on SpaceX’s plans to eventually move some of that computing infrastructure beyond Earth. The company is targeting its first orbital compute satellites for next year, while the upcoming Starship Flight 14 is expected to carry the first operational Starlink V3 satellites, marking the start of revenue-generating Starship missions.
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