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Stacked bar chart of SpaceX segment revenue: Q2 2025 total approximately $4.1B split into Starlink $2.5B, AI $0.6B, space $1.0B versus Q2 2026 total $7.8B split into Starlink $4.2B, AI $2.6B, space $1.0B. AI revenue grew more than fourfold while space stayed flat.

SpaceX is now an AI compute company that also flies rockets

SpaceX's AI revenue hit $2.6 billion in Q2 2026, nearly triple its space revenue. The rocket maker is now a neocloud selling compute to Anthropic and Google.

Lars Cornelissen · Aug 5, 2026