#SpaceXEyes100BARR

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SpaceX CFO Bret Johnsen said new AI compute hosting deals added ~$13.3B in ARR, boosting confidence in hitting $100B ARR by year-end. Starship's 14th flight is expected to carry production V3 Starlink satellites for the first time and begin generating revenue, marking a step toward commercial operations. SpaceX also targets orbital compute satellite deployment by 2027, though timelines remain uncertain. AI compute is emerging as a major new growth vector alongside rocket launches.

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