SpaceX · Goldman Sachs · Anthropic · Datacenter Dynamics
SpaceX signs compute contract valued at $13.3bn annually
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SpaceX has signed another major compute capacity contract for its data centers.
Key facts
- The company has previously signed agreements with the likes of Anthropic ($1.25bn per month), Google Cloud ($920 million per month), and Reflection AI ($150m per month)
- CFO Bret Johnson revealed during the Goldman Sachs Communacopia + Technology Conference 2026 that the company's annual income from compute deals now totals $41.1 billion
- As reported by Investing.com, this is the result of the company signing an additional contract worth $13.3bn annually, or $1.11bn monthly
- SpaceX had an estimated 1.4GW of data center capacity live as of June 30, 2026, but is aiming to cross 2GW by the end of the year and near 10GW by the end of 2027
Summary
CFO Bret Johnson revealed during the Goldman Sachs Communacopia + Technology Conference 2026 that the company's annual income from compute deals now totals $41.1 billion. As reported by Investing.com, this is the result of the company signing an additional contract worth $13.3bn annually, or $1.11bn monthly. The new contract will begin generating revenue in December 2026 and is SpaceX's fourth major AI capacity agreement this year. The company has previously signed agreements with the likes of Anthropic ($1.25bn per month), Google Cloud ($920 million per month), and Reflection AI ($150m per month).