SpaceX signs $1.1 billion per month AI computing contract, or $13 billion annualized

The company's CFO revealed the deal at a Goldman Sachs conference. The client is not named; payments begin in December.

Bret Johnsen, SpaceX's chief financial officer, announced on Thursday at a conference organized by Goldman Sachs the signing of a new contract to supply computing for AI, worth $1.1 billion per month. The agreement, reached earlier in the month, represents about $13 billion in annualized revenue; the first payments will come in December. The name of the customer has not been disclosed.

The contract adds to an already substantial portfolio. SpaceX has an agreement with Anthropic at $1.25 billion per month running until May 2029, and another with Google for $920 million per month, effective from next month and running until June 2029.

Cumulatively, these commitments make the space company a leading provider of computing capacity, at a monthly level of recurrence that few AI infrastructure players publicly display.