SpaceX CFO Bret Johnsen said at the Goldman Sachs conference that the company signed an AI compute hosting deal in early September 2026, expected to generate about $1.1 billion in monthly revenue starting December 1, or roughly $13.3 billion annualized. The company is confident of reaching $100 billion in annualized revenue by the end of 2026. He also revealed plans to launch the first batch of orbital computing satellites in 2027 and expects the 14th Starship flight later this month to generate revenue for the first time.