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.
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 1:44:30 · 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.
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 $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.
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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