SpaceX Spends $18.4 Billion in Q2, with Majority Allocated to AI Segment
In the second quarter of 2026, SpaceX spent a total of $18.4 billion on capital expenditures (capex), with nearly all funds directed toward its artificial intelligence division, SpaceXAI. The company allocated approximately $15.8 billion—about 86% of the total—to AI infrastructure such as data centers and computing hardware. This investment significantly expanded SpaceXAI’s compute capacity from 1 gigawatt to 1.4 gigawatts in a single quarter. The remaining capex was split between Starlink ($1.4 billion) and its traditional space operations, including rockets ($1.2 billion). The AI segment's revenue surged nearly threefold during the period, rising from $818 million to $2.56 billion as it began fulfilling a major contract with Anthropic that could eventually generate up to $1.25 billion per month. SpaceX is part of a broader trend in which leading tech companies are heavily investing in AI infrastructure. Meta, Amazon, Microsoft, and Alphabet collectively spent over $300 billion on AI-related capex during the first half of 2026.
Tickers: $SPCX
Topics: AI investment compute infrastructure SpaceX Starlink