SpaceX Just Became an AI Company. The Numbers Prove It.

SpaceX's AI segment (called 'super intelligence') generated $7.6 billion in Q3 revenue, up 830% year-over-year, becoming the company's largest revenue source at over 50% of sales. The segment turned profitable with $431 million in operating income after losing $1.26 billion last quarter, driven by cloud services agreements with Alphabet and Anthropic, plus the Cursor acquisition contribution of $608 million in just 6.5 weeks.