$CZ #CZ #CPI数据来袭能否触发9月加息 #牛来 $Cow comes $Marscoin
SpaceX is no longer just a story about rockets and Starlink. AI computing power is becoming another key growth engine.
At the Goldman Sachs Communacopia+ Technology Conference, SpaceX CFO Brett Johnson revealed that the company recently signed a new AI computing power infrastructure contract. Starting in December, it is expected to generate about $1.11 billion in revenue per month—about $13.3 billion annually. This also gives the company greater confidence in reaching a “$100 billion annual revenue run rate” by the end of 2026.
However, it’s important to note that an “annualized revenue run rate” does not mean SpaceX will truly earn $100 billion in 2026. Based on the current quarterly revenue of roughly $7.8 billion in the second quarter, the average monthly revenue is about $2.6 billion. To reach a $100 billion annualized scale, monthly revenue would need to rise to around $8.3 billion—there’s still a huge gap.
SpaceX’s next focus is twofold. On one hand, it aims to expand its ground-based AI computing capacity. The company expects its computing capacity to exceed 2GW by the end of 2026, and to further increase to 5–10GW in 2027. On the other hand, SpaceX is also beginning to set its sights on space.
The reason is actually quite straightforward: one of the biggest problems with AI data centers is power. Ground power grids, land, and cooling resources all have bottlenecks. So Musk wants to move some AI computing capacity directly into orbit—using solar power—then send the data back to Earth.
The company plans to launch the first batch of related satellites as early as the end of 2027, with a gradual buildout into a larger scale in 2028. That said, this path is still far off. Space-based thermal management, radiation, launch costs, communications, and equipment maintenance are all real challenges.
So I think what’s most worth watching for SpaceX right now isn’t how big the dream of “space AI” could be, but whether ground-based AI computing power can first truly become stable cash flow.
If AI computing power contracts continue to grow, SpaceX could gradually transform from a rocket and satellite network company into a super tech company that simultaneously controls rockets, satellites, AI computing power, and space infrastructure.
As for Musk’s prediction that it will reach annual revenue of $3.5 trillion around 2033, it’s best to treat that as a long-term vision. What really matters is whether, over the next few years, these massive AI and space initiatives can be turned step by step into real revenue.
SpaceX is no longer just a story about rockets and Starlink. AI computing power is becoming another key growth engine.
At the Goldman Sachs Communacopia+ Technology Conference, SpaceX CFO Brett Johnson revealed that the company recently signed a new AI computing power infrastructure contract. Starting in December, it is expected to generate about $1.11 billion in revenue per month—about $13.3 billion annually. This also gives the company greater confidence in reaching a “$100 billion annual revenue run rate” by the end of 2026.
However, it’s important to note that an “annualized revenue run rate” does not mean SpaceX will truly earn $100 billion in 2026. Based on the current quarterly revenue of roughly $7.8 billion in the second quarter, the average monthly revenue is about $2.6 billion. To reach a $100 billion annualized scale, monthly revenue would need to rise to around $8.3 billion—there’s still a huge gap.
SpaceX’s next focus is twofold. On one hand, it aims to expand its ground-based AI computing capacity. The company expects its computing capacity to exceed 2GW by the end of 2026, and to further increase to 5–10GW in 2027. On the other hand, SpaceX is also beginning to set its sights on space.
The reason is actually quite straightforward: one of the biggest problems with AI data centers is power. Ground power grids, land, and cooling resources all have bottlenecks. So Musk wants to move some AI computing capacity directly into orbit—using solar power—then send the data back to Earth.
The company plans to launch the first batch of related satellites as early as the end of 2027, with a gradual buildout into a larger scale in 2028. That said, this path is still far off. Space-based thermal management, radiation, launch costs, communications, and equipment maintenance are all real challenges.
So I think what’s most worth watching for SpaceX right now isn’t how big the dream of “space AI” could be, but whether ground-based AI computing power can first truly become stable cash flow.
If AI computing power contracts continue to grow, SpaceX could gradually transform from a rocket and satellite network company into a super tech company that simultaneously controls rockets, satellites, AI computing power, and space infrastructure.
As for Musk’s prediction that it will reach annual revenue of $3.5 trillion around 2033, it’s best to treat that as a long-term vision. What really matters is whether, over the next few years, these massive AI and space initiatives can be turned step by step into real revenue.
