SpaceX posts $14.58 billion quarter as AI revenue overtakes Starlink

The rocket company's Super Intelligence segment now brings in more than half of sales, backed by a cash pile of approximately $89.9 billion SpaceX built its reputation on landing rockets. Its latest quarter suggests the money is increasingly coming from somewhere else entirely. The company’s third-quarter 2026 results, reported around October 20, 2026, showed revenue of approximately $14.58 billion , a 161% jump from the same period a year earlier. More than half of that came from AI, not satellites or launches. The standout figure belongs to the company’s Super Intelligence segment. That unit bundles SpaceX’s AI businesses, including compute services, Grok and Cursor. It generated $7.56 billion in the quarter, an 830% increase year over year. That works out to over half of total company revenue.

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