SpaceX says AI revenue overtook Starlink

SignalBetaWhat the people building AI said today
SpaceX reported rapid growth from its AI business, while Mastercard, Vercel and Hugging Face announced new agent payment and runtime tools. Research organizations highlighted findings in scientific careers, medicine and AI safety.

SpaceX reports AI-led revenue growth

SpaceX reported $14.6 billion in third-quarter revenue, up 161 percent year over year, and said its Super Intelligence growth came from cloud agreements, Cursor and AI products. According to the company鈥檚 earnings report, Super Intelligence revenue exceeded Starlink revenue for the first time. Musk said $1 trillion in 2028 revenue was no longer impossible, while MTS reported that he said SpaceX and Tesla had committees discussing a possible merger.

Delivered revenue of $14.6 billion, up 161% year-over-year
SpaceX, SpaceX 路 On X
As crazy as this sounds, $1T in SpaceX revenue in 2028 is no longer impossible
Elon Musk, CEO, Tesla & SpaceX 路 On X
Elon Musk said that both SpaceX and Tesla have formed special committees to discuss a possible merger.
MTS, AI news aggregator 路 On X

Our story: SpaceX AI revenue surpasses Starlink as earnings beat estimates, capex set to double

  • Agent payments and runtimes expand

    Vercel, Cloudflare Changelog, clem 馃 and 5 more
  • New findings across science and medicine

    nature, Science Advances, NIH and 1 more
  • Anthropic binders draw safety scrutiny

    Anthropic, METR

Signal: what the people building AI and technology said on X today, from the accounts the desk follows. Our words set the scene; theirs are quoted exactly, with a link to each post. Signal is in beta: the format is still changing, and we would like to hear what you think at editor@zot.news.

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Written by Rex Doyle on the Tech & AI desk. Plate by Ollie Flash, picture desk.

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