CFO says SpaceX (SPCX.US) is increasingly confident in its $100 billion annualized revenue target! Ground computing power receives large orders, and the vision for space AI opens new opportunities

智通财经APP has learned that SpaceX (SPCX.US), the AI and space exploration leader founded and led by Elon Musk, unveiled significant updates at the highly anticipated Goldman Sachs Communacopia+ Technology Conference. According to the new developments, a newly signed AI computing power infrastructure resource supply agreement will bring in monthly revenue of $1.11 billion starting from December, amounting to approximately $13.32 billion over a full 12 months. This boosts management’s confidence in achieving the annualized revenue run rate target of $100 billion and highlights the rapid emergence of AI computing power infrastructure-related businesses as the company’s core growth engine. SpaceX CFO Bret Johnson also released an important timeline covering several of the company’s growth-driven business lines, including ground-based computing power expansion, deployment of AI computing power in space orbit, larger-scale commercial operations for Starship, and direct satellite-to-mobile phone connectivity.