SpaceX Nears $2.2B Monthly Revenue via AI Compute Deals with Google and Anthropic

Key Facts

1Google and Anthropic are expected to pay SpaceX nearly $2.2 billion per month for AI-related compute capacity.

In a move reflecting the accelerating global race for AI infrastructure, SpaceX is emerging as a pivotal player in providing compute capacity to tech giants. According to reports, Google and Anthropic are expected to pay SpaceX nearly $2.2 billion per month for AI-related compute capacity at its data centers. These deals highlight the rapid growth of SpaceX's AI unit and its ability to leverage infrastructure for significant new revenue verticals beyond its core aerospace operations.

This development comes as Google seeks to bolster its competitive edge against Microsoft, which has invested heavily in OpenAI. Per market data, MSFT closed at $416.67, while META stood at $593.00 (close June 5, 2026). Analysts suggest that utilizing SpaceX's infrastructure could provide Google and Anthropic with greater flexibility in training large language models, especially as global demand for advanced data centers continues to outpace supply.

Investors are closely monitoring GOOGL, which closed at $368.53, and GOOG at $365.76 (close June 5, 2026), to assess the impact of these massive monthly outlays on long-term margins. Looking ahead, the market will focus on upcoming manufacturing data, including the U.S. ISM Manufacturing PMI, which recently printed at 54.0, as a barometer for broader capital expenditure trends in the technology sector.