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SpaceX signs $1 billion-a-month AI hosting deal (SPCX:NASDAQ)

Summary by Seeking Alpha
SpaceX lands a $1.11B/month AI hosting deal, boosting confidence in a $100B ARR run rate.

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Lean Right

SpaceX's financial director, Bret Johnsen, updated Starship's financial projections and testing schedule during Goldman Sachs' event participation on Thursday. Exclusive material for subscribers. To have full access, access the link of the material and register.

·Rio de Janeiro, Brazil
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  • 75% of the sources lean Right
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Seeking Alpha broke the news in Ra'anana, Israel on Thursday, September 10, 2026.
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