SpaceX Signs Cloud Computing Lease With Undisclosed Client at About USD 1.11 Billion Monthly From December

Johnsen said the company is confident of achieving a USD 100 billion annualized revenue run rate by the end of 2026. SpaceX has previously signed multi-year compute agreements with Anthropic, Alphabet and Reflection AI, among others. Anthropic pays about USD 1.25 billion per month under an agreement running through May 2029; Google pays about USD 920 million per month from October 2026 through June 2029, in a deal involving about 110,000 Nvidia GPUs. In July 2026, SpaceX also signed a six-month compute agreement worth USD 6.7 billion, with the client undisclosed. Johnsen cautioned that most compute contracts are not fully locked-in revenue and nearly all allow either party to terminate early after several months.

Johnsen disclosed that SpaceX plans to launch its first orbital computing satellites in 2027 and to scale up around 2028. In addition, next-generation direct-to-cell satellites will be launched successively in 2027, with the goal of starting service in the first half of 2028 and upgrading from current text messaging and lightweight voice capabilities to full 5G-quality service.

Boosted by the earnings report and guidance, the company's shares rose by nearly 8% at one point in after-hours trading.

Microsoft plans to increase global data center capacity to more than 38GW by 2032, more than tripling the current roughly 12GW. The plan covers Microsoft's own and leased data centers but excludes computing capacity rented from new cloud service providers such as CoreWeave. Microsoft's capital expenditure reached USD 145 billion in the previous fiscal year, and the company had previously restricted new cloud service subscriptions in some regions because of insufficient data center capacity.

He believes that as AI accelerates programming automation, the amount of exploitable code and the number of vulnerabilities requiring fixes will increase, and the speed of attack and defense response will accelerate markedly, reshaping the supply and demand structure of the cybersecurity industry.

Coxon's related post has been viewed more than 150 million times. Michael said the potential risks of AI can be mitigated through free market mechanisms, industry collaboration, and communication and cooperation with the government.