Elon Musk said SpaceX AI revenue will surpass all other revenue streams as soon as September, with Q4 seeing a much larger gap. The company is training Grok on all SpaceX data.
Elon Musk told SpaceX employees that AI revenue will surpass the company's other revenue streams as soon as September, and the gap will widen sharply in the fourth quarter.
In a 30-minute all-hands recording posted on X Tuesday, Musk said AI had become an "extremely important part of SpaceX's future." He predicted that the company's AI unit would bring in more money than its launch vehicles, spacecraft, and Starlink combined.
"Probably our AI revenue – not probably, definitely – our AI revenue will exceed all other SpaceX revenue probably in September, like next month," Musk said. "And will significantly exceed all other SpaceX revenue in the fourth quarter."
Musk said the company plans to train its Grok large language model on "the sum total of all SpaceX information" and that employees would be "the parents of the AI." He did not provide details on how the training would work. Meta paused a similar program in April after internal backlash over keystroke tracking.
SpaceX went public in a historic IPO in June and later rebranded as SpaceXAI after acquiring xAI, the source said. The company acquired AI coding startup Cursor for $60 billion in June. It also plans to launch data centers into space to train and run AI models, using exclusively Nvidia's Vera Rubin architecture, Musk said.
SpaceX's existing commercial offerings include the Falcon 9 and Starship launch vehicles, the Crew Dragon and Cargo Dragon spacecraft, and the Starlink satellite network. Musk's forecast suggests the AI business will eclipse those products within months.
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