[FLASH] SpaceX Q3 revenue up 161% to $14.6B; Super Intelligence AI unit at about $7.6B becomes largest segment
SpaceX reported Q3 revenue of $14.6B (+161% YoY) and net income of $4.4B. Its Super Intelligence segment brought in about $7.56B, up from $813M a year earlier, driven by cloud deals, Grok adoption and the Cursor acquisition (Cursor alone added $608M, per MarketBeat's call summary). Q3 capex was $19.6B and management projected $35–40B for Q4. Musk said both boards have set up special committees to explore combining SpaceX and Tesla, with no terms agreed. TIKR's coverage on Yahoo Finance reported shares up about 11% on Oct 21 and Q1 2027 revenue guidance of $33–37B. AI compute revenue now outweighs the rest of the business, which puts SpaceX's capex trajectory and the Tesla committee process on the AI tape.