SpaceX AI data center contracts reach $41.1 billion annually

September 13, 2026 at 10:07 PM2 min

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SpaceX has secured a fourth major AI data center contract in 2026, bringing total annual revenue from such deals to $41.1 billion. The new agreement adds $13.3 billion per year starting December 2026. CFO Bret Johnson disclosed the figures at the Goldman Sachs Communacopia + Technology 2026 conference.

Key Facts

SpaceX's total annual revenue from AI data center contracts reached $41.1 billion, CFO Bret Johnson said at the Goldman Sachs Communacopia + Technology 2026 conference.
The new contract adds $13.3 billion per year, or $1.11 billion per month, starting December 2026.
SpaceX had about 1.4 GW of operational data center capacity as of June 30, 2026, and plans to exceed 2 GW by the end of 2026.
The company aims to approach 10 GW of data center capacity by the end of 2027.
SpaceX previously signed AI compute deals with Anthropic at $1.25 billion per month, Google Cloud at $920 million per month, and Reflection AI at $150 million per month.

Contract Details

SpaceX CFO Bret Johnson announced the new agreement at the Goldman Sachs Communacopia + Technology 2026 conference. The contract will generate $13.3 billion annually, or $1.11 billion per month, beginning in December 2026. The customer's name was not disclosed, but Johnson said the deal involves hosting AI computing infrastructure. This is SpaceX's fourth major AI compute contract in 2026.

Data Center Expansion

SpaceX operated about 1.4 GW of data center capacity as of June 30, 2026. The company expects to exceed 2 GW by the end of 2026 and approach 10 GW by the end of 2027. Its infrastructure includes the Colossus 1 and Colossus 2 data centers, with a third under construction in Southaven and a fourth site in development near Memphis. SpaceX subsidiary xAI initially used Colossus capacity to train its Grok LLM, but the infrastructure has become a separate revenue source for SpaceX.