SpaceX's AI operations are significantly outperforming expectations, now accounting for 52% of total revenue in Q3 2026. The company reported $14.6 billion in quarterly revenue, with its renamed 'Super Intelligence' segment generating $7.5 billion driven by Grok, the Cursor acquisition, and its expanding neocloud compute business operating 1.7 GW of capacity. Despite $431 million in AI profits, SpaceX is committing $35-40 billion in Q4 capital expenditures to build Colossus II data center capacity and fund Starship development.
- Source
- TechCrunch
- Published
- Oct 21, 2026 at 04:40 AM
- Score
- 7.0 / 10