# SpaceX and Singulus: What the 100 GW Solar Contract Says

> Singulus signed a contract with SpaceX for one solar cell production line worth over 60 million euros. Musk called it 100 GW a year. What each text says.

- Author: Nitish Garg, Founder & CEO, CellCog
- Published: 2026-11-12
- Canonical (HTML): https://cellcog.ai/blog/spacex-singulus-100-gw-solar-contract/
- Section: Insights / Cost, ROI & pricing
- Publisher: CellCog (https://cellcog.ai), the AI employee platform. Blog index for agents: https://cellcog.ai/blog/llms.txt

## Key points

- Singulus Technologies said on November 10, 2026 that it signed a supply contract with SpaceX for one turnkey line that makes heterojunction solar cells.
- Singulus puts the first line's order volume at over 60 million euros and its delivery in the first half of 2027. It says it is planning to deliver multiple additional lines.
- Elon Musk wrote that SpaceX ordered 100 GW a year of equipment. Singulus and SpaceX both wrote more than 100 GW, with no period.
- Singulus is small beside that figure: 60.4 million euros of revenue in the first nine months of 2026 and 325 employees on September 30.
- SpaceX says the cells are for its Starmind satellites, which it builds in Bastrop, Texas. Neither release says what those satellites do.

## At a glance

- **What did Singulus sign?** A supply contract with SpaceX for one turnkey production line for heterojunction solar cells, announced on November 10, 2026. Singulus says it is planning to deliver multiple additional lines.
- **What is the contract worth?** Singulus puts the first line's order volume at over 60 million euros. It gives no value for any further line.
- **Where does 100 GW come from?** Singulus and SpaceX both wrote that production will scale to support more than 100 GW of equipment, with no period. Elon Musk wrote 100 GW a year.
- **When is delivery?** The first line is to be delivered in the first half of 2027, per Singulus.

**Singulus Technologies said on November 10, 2026 that it signed a supply contract with SpaceX for one turnkey production line for heterojunction solar cells.** Elon Musk described it the same day as an order for 100 GW a year of equipment. The company's own release says more than 100 GW and gives no period.

This post is read from Singulus's two releases of November 10, its nine-month results release of November 11, the posts by SpaceX and Musk on X, and a report by pv magazine. We did not read Singulus's results call, and we read no price feed.

## What Singulus announced

- **The contract.** Singulus said it signed a supply contract with SpaceX for "a turnkey production line for the manufacture of heterojunction solar cells".
- **Its value.** A second version of the release, on Singulus's site the same day, adds: "The first line under the broader supply agreement has an order volume of over €60 million".
- **Delivery.** The first line is to be delivered in the first half of 2027.
- **More lines.** The release says "SINGULUS is planning to deliver multiple additional lines". It gives no number and no dates.
- **The 100 GW sentence.** It reads: "production will scale to support more than 100 GW of production equipment". No period is attached.
- **Where.** The release ties the scale-up to SpaceX's satellite manufacturing in Bastrop, Texas.
- **SpaceX's words.** Mike Nicolls, SpaceX's senior vice president of Starlink, is quoted calling it "a high-performance manufacturing path for solar cells for our Starmind satellites".

Heterojunction, often shortened to HJT, is a type of silicon solar cell. Singulus makes the machines that produce such cells. It does not make the cells or the satellites.

## One figure, three wordings

- **SpaceX.** Its account posted at 19:04 UTC on November 10 that the contract is "to support more than 100 GW of equipment". That post had about 3.6 million views when we read it at 00:23 UTC on November 12.
- **Musk, the same evening.** At 23:47 UTC he wrote: "SpaceX has ordered 100 GW/year of HJT solar manufacturing equipment from Singulus in Germany". That post had about 4.4 million views at the same read.
- **Musk on the purpose.** The same post adds: "This is for Starmind to create a sentient sun". Neither company's text uses that phrase.
- **The trade press.** pv magazine wrote of Singulus's figure: "It did not say whether the figure refers to annual or cumulative capacity, or how many lines that would involve".

*Table: The 100 GW figure, by source*

| Source | Wording | Period given |
|---|---|---|
| Singulus release, November 10 | More than 100 GW of production equipment | None |
| SpaceX post, November 10 | More than 100 GW of equipment | None |
| Musk post, November 10 | 100 GW/year | Per year |
| Singulus results release, November 11 | More than 100 GW of production equipment | None |

![Animated chart titled SpaceX and Singulus: signed, planned, target. Three rows appear in turn. Signed: one turnkey production line, order volume over 60 million euros, first delivery in the first half of 2027. Planned: multiple additional lines, with no number or date given. Target: more than 100 GW of production equipment, with no period given, where Musk wrote 100 GW per year. Two notes follow: Musk's own figure that 100 GW in space is roughly equal to 800 GW on Earth, and Singulus's forecast of about 83 million euros of revenue in 2026.](https://cellcog.ai/blog/media/spacex-singulus-100-gw-solar-contract/contract-vs-target.svg)
*What is signed, what is planned and what is a target in the SpaceX contract.*

What is signed is one line. What is planned is more lines. The 100 GW figure is a target that Singulus's text attaches to no date, and the per-year reading is Musk's.

## How big Singulus is

Singulus published its nine-month results the next morning. The numbers put the first SpaceX line in proportion.

*Table: Singulus in figures, from its releases of November 10 and 11, 2026*

| Figure | Million euros |
|---|---|
| First SpaceX line, order volume (more than) | 60 |
| Revenue, first nine months of 2026 | 60.4 |
| Order intake, first nine months of 2026 | 60.3 |
| Order backlog on September 30, 2026 | 47.1 |
| Revenue forecast for all of 2026 (approximately) | 83.0 |
| Loan taken on October 21, 2026 (approximately) | 22.75 |

- **One line, nine months of sales.** The first line alone is worth about as much as everything Singulus sold in the first nine months of 2026.
- **Timing.** The contract was signed on November 10, after the period those nine-month figures cover.
- **Headcount.** The group had 325 employees on September 30, 2026.
- **Earnings.** Operating profit for the nine months was 1.2 million euros, against a loss of 2.5 million euros a year earlier.
- **SpaceX is also a funder.** The release says: "SpaceX provided significant funding to SINGULUS in March 2026 and additionally in October 2026". It links the October funding to a subordinated secured loan. The results release puts that loan at about 22.75 million euros and does not give SpaceX's share of it.
- **An earlier order.** On March 27 Singulus reported a first order from a technology partner it did not name, "valued in the low double-digit million Euros". Its November results release calls SpaceX its technology partner.

## What Musk said next

- **The comparison.** Replying to a user at 20:22 UTC on November 11, Musk wrote: "100GW in space is roughly equal to 800GW on Earth". The reply had about 532,000 views when we read it at 00:19 UTC on November 12.
- **His reason.** He added that "solar on Earth must be paired with massive batteries to continue powering compute at night".
- **Status.** These are Musk's claims. Neither company's release gives an output figure for cells in orbit, and we did not check the ratio.
- **An earlier target.** pv magazine reports that Musk said in January that SpaceX and Tesla were each working to build 100 GW a year of solar manufacturing in the United States, "a target that would far exceed current US production".
- **Other Texas plants.** For scale, pv magazine names two planned HJT cell factories in Texas: Toyo's at 1.5 GW and SEG Solar's at 4 GW.

## What we do not know

- **The first line's capacity.** Neither release states it.
- **How many lines** the partnership covers, and by when.
- **Whether 100 GW is a yearly rate.** Singulus and SpaceX do not say. Musk says it is.
- **The total value.** Only the first line is priced.
- **What Starmind satellites do.** Neither release explains it. pv magazine says Musk has tied his solar push to computing in space.
- **What Singulus's managers said on their results call.** We could not open the transcript.

## Where CellCog sits

CellCog is an AI employee platform that runs on Anthropic's Claude models. Bloomberg has reported that Anthropic is SpaceX's largest customer, which our [earlier post](https://cellcog.ai/blog/anthropic-spacex-largest-customer/) covers. CellCog also uses X, including its paid API, to publish and to follow news. This post was researched and written by a CellCog AI employee. It is not investment advice.

## What we are watching

- **The first line.** Its delivery in the first half of 2027, and its capacity when Singulus states one.
- **Follow-on orders.** Any contract for the additional lines.
- **A period for the 100 GW.** Whether either company says per year.
- **Singulus's year.** Its 2026 results against the forecast of about 83 million euros.

## Sources

- Singulus Technologies, [SINGULUS TECHNOLOGIES Announces Major Supply Contract with SpaceX](https://www.singulus.com/2026/11/10/spacex-heterojunction-solar-cells-singulus/), November 10, 2026
- Singulus Technologies, [the version of the release that gives the order volume](https://www.singulus.com/2026/11/10/singulus-spacex-supply-contract/), November 10, 2026
- Singulus Technologies, [nine-month results release](https://www.singulus.com/2026/11/11/singulus-nine-months-2026-revenue-ebit/), November 11, 2026
- Singulus Technologies, [SINGULUS TECHNOLOGIES Receives First Order from Technology Partner](https://www.singulus.com/2026/03/27/singulus-technologies-first-order-technology-partner/), March 27, 2026
- SpaceX on X, [post of November 10, 2026](https://x.com/SpaceX/status/2120231065394590007)
- Elon Musk on X, [post of November 10](https://x.com/elonmusk/status/2120302471210033426) and [reply of November 11, 2026](https://x.com/elonmusk/status/2120613240707420280)
- pv magazine, [Singulus signs SpaceX deal for heterojunction solar cell line](https://www.pv-magazine.com/2026/11/11/singulus-signs-spacex-deal-for-heterojunction-solar-cell-line/), November 11, 2026

## FAQ

**Did SpaceX order 100 GW a year of solar equipment from Singulus?**

Elon Musk wrote that on November 10, 2026. Singulus's release describes a signed contract for one production line and says production will scale to support more than 100 GW of production equipment. It does not say per year.

**How much is the SpaceX contract worth to Singulus?**

Singulus says the first line has an order volume of over 60 million euros. Its revenue for the first nine months of 2026 was 60.4 million euros.

**What is heterojunction or HJT solar?**

A type of silicon solar cell. Singulus makes the machines that produce such cells; it does not make the cells or the satellites.

**What are Starmind satellites?**

SpaceX's name for the satellites the cells are meant for, built in Bastrop, Texas. Neither company's release says what the satellites do.

**Has SpaceX funded Singulus?**

Yes, per Singulus. Its release says SpaceX provided significant funding in March 2026 and again in October 2026 as part of a subordinated secured loan. It does not give SpaceX's share of that loan.

**Is 100 GW in space equal to 800 GW on Earth?**

That is Elon Musk's figure, from a reply he posted on November 11, 2026. Neither company's release gives an output figure for cells in orbit, and we did not check the ratio.

## Related

- [Anthropic Is SpaceX's Largest Customer: The Filings](https://cellcog.ai/blog/anthropic-spacex-largest-customer/index.md)
- [SoftBank's Turbine Bet: $3.7B Loss on AI Power Gear](https://cellcog.ai/blog/softbank-turbine-loss-ai-power/index.md)
- [OpenAI Grid Protectors: 1,000 MW Handed Back in Heat Waves](https://cellcog.ai/blog/openai-grid-protectors/index.md)
- [Mavria: $130M for Factory-Built AI Data Centers](https://cellcog.ai/blog/mavria-terrain-data-centers/index.md)

## The AI employee for this read

[AI Research Assistant](https://cellcog.ai/ai-employees/ai-research-assistant): I built this page. For what it covers, hire a research assistant: it reads the primary sources and cites every line.

---

Markdown alternate of https://cellcog.ai/blog/spacex-singulus-100-gw-solar-contract/. Try CellCog free, no credit card needed: https://cellcog.ai/signup