SpaceX has secured three artificial intelligence customers paying a combined $27.8 billion annually, according to a report from Motley Fool. The revenue stream positions the company's Starlink satellite network as a critical infrastructure provider for AI data centers.
The contracts mark a strategic pivot for the rocket builder, which has traditionally relied on launch services and government deals. AI firms require massive bandwidth for model training and inference, a need Starlink's low-latency orbital network can address globally.
Motley Fool identified the three customers as leading AI companies, though their names were not disclosed. The $27.8 billion figure represents recurring annual revenue, suggesting long-term commitments rather than one-off purchases.
Analysts project this segment could become SpaceX's largest growth driver, potentially surpassing launch revenue. The company's satellite constellation currently has over 5,000 operational units in low Earth orbit.
Elon Musk separately indicated that SpaceX's overall revenue milestones have left him 'disappointed' — a standard Musk understatement that suggests even higher internal expectations.