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Timeline · October 26, 2026

What SpaceX said on October 26, 2026

SpaceX disclosed in an SEC filing a roughly $40 billion, five-year deal with Apollo Global Management for Nvidia Vera Rubin GPUs, to be made available gradually from the first half of 2027. The contract was not yet final.

Expected A stated target that has not happened yet.

Source
TechXplore
Status
Expected
As of

The claim, in our words

This is our summary of what SpaceX said or was reported to say, not a quote. The exact words are at the source.

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  1. SpaceX Expected

    SpaceX CFO Brett Johnsen was reported to confirm on the third-quarter call a target of $100 billion in annual recurring revenue by the end of 2026, measured from December monthly revenue.

  2. SpaceX Reported

    A SpaceX filing with the SEC said Google would pay $920 million a month from October 2026 through June 2029 for about 110,000 Nvidia GPUs of capacity.

  3. SpaceX Confirmed

    SpaceX applied to the FCC for a non-geostationary orbital data center system of up to one million satellites, in shells up to 50 km wide at 500 to 2,000 km altitude. The FCC accepted the application for filing on February 4, 2026 and set comments for March 6.