SpaceX Super Intelligence Segment Surpasses Connectivity and Space in Q3 Revenue
SpaceX is evolving from a launch and satellite provider into a vertically integrated platform that includes AI compute capabilities. In Q3, the company's 'Super Intelligence' segment generated $7.6 billion in revenue, officially overtaking both its connectivity (Starlink) and space-related business segments as its largest revenue driver. The Starlink division continues to show strong momentum, reaching 13.6 million subscribers after adding 1.6 million users during the third quarter. Additionally, consumer Average Revenue Per User (ARPU) saw a sequential increase of 5% to $69. To support its growing AI ambitions, SpaceX is targeting 2.5 to 3 gigawatts of compute capacity by year-end, with plans to scale to 10 gigawatts by 2027.
Tickers: $SPCX
Topics: AI compute capacity SpaceX revenue Starlink subscribers Super Intelligence segment
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Part of the story Starlink Reports 89% Year-over-Year Subscriber Growth Amid Fluctuating ARPU (2 articles)