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← 2026-10-26 edition

THE SHORT VERSION

SpaceX's AI unit is now its biggest business — $7.56 billion last quarter

SpaceX's Super Intelligence segment generated $7.56 billion in third-quarter revenue, up from $813 million a year earlier, making the AI business the company's largest. The newly financed GPUs are expected to arrive in the first and second quarters of 2027, though the filing does not show how much the chips themselves will earn.

Satirical cartoon: Elon Musk grins in sunglasses aboard a giant SpaceX rocket-boat loaded with a $40B money sack, sailing across a pond while dozens of tiny cute cloud-fish gasp in the shallows holding FOR SALE signs, one waving a white flag.
Machine Age Cartoon · Zimbo