SpaceX has closed an AI compute-hosting agreement worth about $1.11 billion a month beginning Dec. 1, adding roughly $13 billion in annualized revenue and reinforcing CFO Bret Johnsen's confidence in reaching a $100 billion annualized revenue target. The agreement is separate from a previously disclosed $6.7 billion, six-month computing contract that William Blair analyst Louise DiPalma suspects involves the U.S. Department of Defense. Four disclosed compute agreements amount to about $45.7 billion of annualized revenue for December, alongside approximately $4 billion from the rocket business and $17.2 billion from Starlink. SpaceX is considering slowing terrestrial data-center construction to address operational and reliability concerns, while targeting a late-September Starship launch and a test of Starship recovery for reuse by year-end.