Key Points Both SpaceX's CEO, Elon Musk, and CFO Bret Johnsen have claimed that SpaceX can achieve $100 billion in ARR this year. The company has reported $46 billion in ARR from renting out capacity in its data centers. SpaceX would need to make more AI compute deals, but it's unclear if it has the capacity. 10 stocks we like better than Space Exploration Technologies › Elon Musk is known for making bold claims. Like when he claimed earlier this year that Space Exploration Technologies Corp. (NASDAQ: SPCX) , or SpaceX, had a $26.5 trillion addressable market for unspecified "artificial intelligence applications." A lot of people scoffed at that one ( myself included ). Missed Nvidia in 2009? This Rare Signal Is Flashing Again.
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