SpaceX is scaling terrestrial compute to 10GW and launching orbital AI satellites to hit $100B in annual revenue, leveraging an exclusive NVIDIA infrastructure partnership.
SpaceX is NVIDIA-exclusive for compute infrastructure, and its aggressive expansion in terrestrial and orbital AI compute could significantly boost GPU demand.
SpaceX CFO Bret Johnsen outlined an aggressive expansion strategy centered on Starship reusability and massive scaling of AI compute infrastructure. The company plans to boost terrestrial compute capacity to 10 gigawatts by next year while pioneering orbital AI satellite launches. These initiatives, supported by an NVIDIA-exclusive hardware strategy, aim to secure $100 billion in annual recurring revenue.
SpaceX is developing orbital-compute satellites that leverage the V3 platform, aiming to reach cost parity with terrestrial data centers by utilizing Starship's improved reusability to bypass traditional power and permitting bottlenecks.