signed
SpaceX hosting deal worth $1.11B a month (customer undisclosed)
SpaceX's CFO said the company closed a new AI hosting deal in early September worth about $1.11 billion a month, roughly $13 billion a year, with billing from 1 December 2026. SpaceX did not name the customer.
- Value
- n/d
- Capacity
- n/d
- Term
- n/d
- Accelerators
- n/d
What the value means
About $1.11 billion per month from 1 Dec 2026 (~$13.3 billion annualized), per CFO Bret Johnsen at Goldman Sachs' Communacopia + Technology conference on 10 Sept 2026. Total value and term not disclosed; SpaceX says its compute deals generally allow exit on about 90 days' notice. Customer not confirmed: Anthropic's S-1 says it signed and amended several SpaceXAI agreements between May and October 2026 reaching about $3.1 billion a month once fully delivered in December 2026, which matches the timing, and Bloomberg reported Anthropic is SpaceX's 'Customer B'. Neither company, nor any top-tier outlet we found, has said this specific deal is Anthropic's.
The record
Verified 9 Nov 2026- Announced
- Buyer
- Undisclosed
- Seller / provider
- SpaceX (xAI compute)
- ValueHeadline dollar value exactly as stated in the cited source.
- Not disclosed
- Capacity
- Not disclosed
- Accelerators
- Not disclosed
- Chips
- Not named
- Term
- Not disclosed
- StatusBinding agreement disclosed
- signed
- Other parties
- None named
- Deal type
- cloud-capacity
Sources
3- SpaceX signs $1.1B-per-month AI computing deal (Quartz via Yahoo Finance) read 2026-11-09
- SpaceX Says a Mystery AI Customer Adds $1.11 Billion a Month (Yahoo Finance) read 2026-11-09
- Anthropic, PBC Form S-1/A, Amendment No. 1 (SEC, 2 Nov 2026) read 2026-11-09
Cite this deal
AI Compute Deals, “SpaceX hosting deal worth $1.11B a month (customer undisclosed)”, https://aicomputedeals.com/spacex-undisclosed-compute-customer-2026-09/ (verified 2026-11-09).
Data under CC BY 4.0. Download the full ledger.
Every deal for SpaceX.