This article first appeared on GuruFocus. SpaceX (SPCX, Financials), the rocket and satellite company behind Starlink and Starship, is starting to build a business that looks very different from the one investors first knew. Warning! GuruFocus has detected 1 Warning Sign with SPCX. Is SPCX fairly valued? Test your thesis with our free DCF calculator. The company has signed an AI hosting agreement worth about $1.11 billion a month. That works out to roughly $13 billion a year at the initial rate. And that is where things get interesting. The deal begins Dec. 1 and is giving management more confidence that SpaceX can exit the year at a $100 billion annual recurring revenue run rate.
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