SpaceX CFO says company secured new AI compute hosting deal worth $1.1B per month from December 2026
SpaceX CFO Bret Johnsen said at the Goldman Sachs conference that the company has secured another AI compute hosting deal worth about $1.1 billion per month in revenue, starting December 1, 2026, and expressed increased confidence in its $100B ARR goal by December.
Detected & updated continuously · Source: Nebula
Story subjects
Sources
@cb_doge
BREAKING: SpaceX CFO Bret Johnsen says the company has secured another AI compute hosting deal worth $1.1 billion per month, starting December 1, 2026. https://t.co/3dbc14EzUZ
@knowledge_vital
$SPCX The company's CFO at the Goldman conf. said he had even more confidence that before in the $100B ARR goal by Dec and revealed that the firm just closed a new AI compute hosting deal worth ~$1.1B per month in revenue