Uploaded August 2026 | Updated September 2026, 11 hours ago

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SpaceX had their Q2 earnings call and guided to $100B+ ARR for end of 2026. This was just over my bull case of adding three more Google Sized $11 billion per year ($1 billion per month) deals.

Two weeks ago I made a video that indicated that SpaceX would add up to $36 billion per year of new leases beyond $5 billion per month with all of the announced Anthropic, Google and Reflection AI deals. This would be $8 billion per month or $96 billion ARR at yearend.

I had another July article talking about SpaceX adding 2 to 2.5 new Google sized deals by end of 2026.

nextbigfuture.com/2026/07/tens-of-billions-in-time-value-of-ai-data-centers.html

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