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SpaceX shared a $100B annual recurring revenue target and is building enough compute capacity by next year to require the power output of 20 large nuclear reactors. Tasha Keeney and Daniel Maguire unpack SpaceX's Q2 earnings call—from AI capital spend to Starship's next test flight.

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🚨NEW: Elon Musk says SpaceXAI is targeting 10 GW of AI compute for $300B–$500B in annual revenue by the end of next year. "We've already built the most powerful AI training clusters in the world." "What we expect to do by the end of next year is about 10x more than what we've done thus far." "We're aiming to get to 10 gigawatts by the end of next year." "$300 billion to $500 billion in revenue." Elon Musk SpaceXAI

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BREAKING: Elon Musk says Google and Anthropic are leasing AI compute from SpaceX amid a growing power shortage, adding that SpaceX has brought AI compute online better than anyone else so far. “Even before next year, there are challenges with power, which is why Google, Anthropic and many other companies are leasing compute from SpaceX. We’ve been able to bring AI compute online better than anyone else so far. Constructing our own power plants is the only way we were able to do it”

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🇺🇸 SpaceX is making a massive AI bet Elon says SpaceX is scaling AI compute at a pace he believes no one else can match, with more than 2 GW expected online by the end of this year. The company could push its cumulative AI compute capacity to nearly 10 GW by the end of next year and has decided to build exclusively on NVIDIA, calling its Vera Rubin platform the best available. If SpaceX delivers, it could become one of the world's AI superpowers. Writer: Val

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Here is the full talk from SpaceX CFO Bret Johnsen (Bret Johnsen) at todays Goldman Sachs Communacopia and Technology Conference. Some interesting highlights: 04:31 - Flight 14 later this month is the first revenue Starship flight 06:13 - First orbital compute satellites next year, scaling hard into 2028 10:02 - On track for $100B ARR by year-end (annualizing December) 10:12 - Closed another hosting deal earlier this month worth 1.11B a month 29:39 - Direct-to-device satellites next year, service on in 1H 2028 30:41 - Next Starlink mobile is full 5G-quality from space

Here is the full talk from SpaceX CFO Bret Johnsen (Bret Johnsen) at todays Goldman Sachs Communacopia and Technology Conference. Some interesting highlights: 04:31 - Flight 14 later this month is the first revenue Starship flight 06:13 - First orbital compute satellites next year, scaling hard into 2028 10:02 - On track for $100B ARR by year-end (annualizing December) 10:12 - Closed another hosting deal earlier this month worth 1.11B a month 29:39 - Direct-to-device satellites next year, service on in 1H 2028 30:41 - Next Starlink mobile is full 5G-quality from space

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Elon Musk just revealed SpaceX’s next major Starship milestones at SpaceX earnings call: • Two successful Starship V3 flights completed in the past 90 days • Flight 13 demonstrated the core capabilities needed to reach orbit and return to Starbase • Flight 14 will carry Starlink V3 satellites to operational orbit for the first time • SpaceX will attempt to catch both stages of Starship V3 this year • The first Starship catch could happen as soon as the next flight Starship is moving rapidly from experimental test vehicle to a fully reusable orbital transportation system

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ELON MUSK: SpaceX could have closer to 10 GW of compute next year. “We are building and deploying compute, I think, faster; our rate of growth certainly is faster than anyone else and our efficiency of compute deployment, I think, is also the highest. So we expect to end this year with over two gigawatts of compute. And probably our cumulative compute online by the end of next year will be several times higher. So it may, let’s say, be closer to 10 gigawatts of compute than five gigawatts of compute. That’s the way to think about it.”

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SpaceX's earnings call included some massive long-term ambitions. Tim Farrar explains: "I think the hardest ones to believe are the numbers for next year." "People can take a view on revenue growth over a four year period, and they probably won't be anywhere close to $1 trillion.”

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Elon Musk told SpaceX employees that AI revenue will exceed everything else SpaceX earns, starting in September: "Not probably, definitely, our AI revenue will exceed all other SpaceX revenue, probably in September, like next month," "and will significantly exceed all other SpaceX revenue in the fourth quarter." "So AI has become an extremely important part of SpaceX's future." "I think it's actually vital that we succeed in AI." SpaceX reported $7.81 billion in second-quarter revenue, up 92% from a year earlier, with AI revenue at $2.56 billion. The remark came in a company update SpaceX published on August 11. - Elon Musk (Elon Musk), SpaceX company update, SpaceX

Elon Musk told SpaceX employees that AI revenue will exceed everything else SpaceX earns, starting in September: "Not probably, definitely, our AI revenue will exceed all other SpaceX revenue, probably in September, like next month," "and will significantly exceed all other SpaceX revenue in the fourth quarter." "So AI has become an extremely important part of SpaceX's future." "I think it's actually vital that we succeed in AI." SpaceX reported $7.81 billion in second-quarter revenue, up 92% from a year earlier, with AI revenue at $2.56 billion. The remark came in a company update SpaceX published on August 11. - Elon Musk (Elon Musk), SpaceX company update, SpaceX

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Starship’s twelfth flight test will debut the next generation Starship and Super Heavy vehicles, powered by the next evolution of the Raptor engine and launching from a newly designed pad at Starbase. The launch is targeted as early as Tuesday, May 19 →

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The cleanest test of the AI cycle is what $NVDA is actually shipping, and current expectations still point to revenue climbing from ~$95B this quarter toward ~$110B next quarter. If revenue keeps rising while gross margins hold around 75% then it becomes much harder to argue the compute boom is already rolling over. That demand base is still expanding too with $SPCX potentially growing from ~4% of Nvidia revenue today toward 10% by the end of 2027 as its compute buildout scales.

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