During the Goldman Sachs Communacopia + Technology Conference 2026, the company’s chief financial officer Bret Johnson said that total annual revenue from leasing AI capacity reached $41.1 billion. Report Data center updates. According to Investing.com, this is the result of the company signing additional contracts worth $1.11 billion per month. ($13.2 billion/year).
The new contract will begin direct cash generation in December 2026, making it the fourth major contract awarded to SpaceX this year. The company said it would provide “hosting” to an artificial intelligence business, but it did not disclose which one. Previously, the company had Anthropic selection (up to $1.25 billion/month), s Google cloud ($920 million/month, reflective artificial intelligence ($150 million/month).
In July, the company was rumored to be in talks with the Pentagon on a deal to provide computing power to the military, a deal that could generate billions of dollars in revenue. As of June 30, SpaceX had 1.4 GW of data center capacity, but it will exceed 2 GW by the end of this year and reach about 10 GW by the end of 2027. The company now has a data center park Colossus 1 and Colossus 2work in progress thirdlocated in Nanshanwen. The company is also building another one, Fourth Data Center near Memphis.
Image source: SpaceXAI
xAI, which joined SpaceX, initially focused on developing its own AI model, Grok, and took advantage of the computing power at the Colossus data center campus in Memphis (Tenn.). The situation seems to have changed. After the deal with Anthropic, Elon Musk, who is responsible for SpaceX/xAI business management, is actively looking for new customers. Space Exploration Technologies Corporation Go to IPO This June. Since then, its value has increased significantly, reaching approximately $3 trillion, although the price has since declined. Its current market capitalization is approximately US$2 trillion.
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