SpaceX guides $33 billion to $37 billion Q1 2027 revenue as AI compute takes over

The company's Super Intelligence segment now outearns rockets and Starlink combined, and management wants up to 3 GW of compute by year-end SpaceX expects to bring in between $33 billion and $37 billion in revenue during the first quarter of 2027. That is more than double the $14.58 billion it reported for the third quarter of 2026. The engine behind that forecast is not rockets. It is AI compute, and the company wants to roughly double its data center capacity in a single quarter to get there. SpaceX, which trades under the ticker SPCX, posted Q3 2026 revenue of $14.58 billion. That figure was up 161% year over year, which implies the year-ago quarter came in under $6 billion. The headline number, though, sits inside the segment breakdown.

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