SpaceX $100B ARR by year-end
SpaceX expects to hit $100 billion in annual recurring revenue by end of 2025, with Elon Musk targeting $1 trillion in total revenue by 2030, moved up from 2031.
Snapshot · Moonshots with Peter Diamandis
Google’s Jeff Dean Exits, SpaceX Hits $100B in Rev & OpenAI’s Astra Solves Decade-Old Math Problems with Emad Mostaque | EP #277
Explore episode
Aug 8, 2026
Where this was said
SpaceX Earnings Call: $100B ARR, Starlink Dominance, and StarMind Orbital Compute
At 1:45:01 · chapter starts 1:44:15
Peter Diamandis runs through the highlights of SpaceX's first-ever public earnings call, including $7.8 billion in quarterly revenue (a 92% year-over-year increase), 12 million Starlink subscribers (doubling year-over-year), $4.3 billion in Starlink revenue, and $6.7 billion in new cloud service deals [1] — Elon Musk "SpaceX $100B ARR by year-end: SpaceX expects to hit $100 billion in annual recurring revenue by end of 2025, with Elon Musk targeting $1 tr…" 1:45:01 . Elon Musk confirmed the $100 billion ARR target for December 2026 and moved up his trillion-dollar revenue forecast from 2031 to 2030. The group plays two audio clips: Musk's $1 trillion projection and a comic aside about the engineering challenge of convincing rockets not to explode. Dave Blundin notes that no company in world history has ever hit $1 trillion in revenue. Peter also announces the SpaceX-NVIDIA partnership to design Rubin GPU and Vera CPU payloads for StarMind orbital data centers, with first satellites expected in orbit in 2027 — a year ahead of schedule.
SpaceX 2 GW compute by end of 2026
SpaceX plans to reach 2 gigawatts of compute capacity by end of 2026, scaling to 10 gigawatts by end of 2027.
Starlink 12M subscribers, 2x YoY
Starlink has 12 million subscribers as of the SpaceX earnings call, doubling year over year, with revenues growing 66% to $4.3 billion.
SpaceX's Path to $1 Trillion: Replace TSMC with TerraFab
There are two routes to a trillion dollars for SpaceX by 2030. The first is the SpaceX-Tesla merger via Optimus dominating physical labor. The second — and more explosive — is SpaceX replacing TSMC as America's chip foundry through TerraFab, partnering with NVIDIA's Jensen Huang to build a domestic semiconductor empire that is TSMC times 10 or 20.
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