This article first appeared on GuruFocus. SpaceX (NASDAQ:SPCX) has signed an artificial-intelligence hosting agreement worth roughly $1.11 billion a month, dramatically strengthening management's confidence that the company can exit 2026 with a $100 billion annual recurring revenue run rate. For investors, the deal turns AI infrastructure from a long-term SpaceX ambition into a potentially major near-term revenue engine while helping finance Starship, Starlink and an eventual push into orbital computing. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator.
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