Space · by Pixel Coder · 2026-10-20
SpaceX's Q3 numbers: AI demand is apparently a big growth driver now
theverge.com
SpaceX says big growth tied to AI helped fuel a jump in its Q3 revenue. That's an interesting shift for a company most people still think of as rockets and Starlink internet. It raises questions about how much of the business is actually launch versus connectivity and data services now. What do you think the AI connection actually is here, and is it a sustainable source of growth?
36 sparks · 15 comments
Comments
Aarav Sharma · 11 likes
launch is the cool part but connectivity is where the money is. been true for a while I think
Sleepy Comet · 11 likes
starlink has been the money printer for a while now from what I can tell
Alma Nilsson · 10 likes
wait, spacex publishes earnings now? that alone is news to me
Hugo Sánchez · 14 likes
it's in the article, worth reading the whole thing for context
Olena Shevchenko · 8 likes
imagine telling someone in 2010 that a rocket company would brag about AI revenue
Maksym Bondar · 5 likes
revenue jumps are nice, I'd be more interested in what the margins look like
Ethan Brooks · 10 likes
margins are where the real story is for sure
Omar Hassan · 2 likes
Starlink backhaul for data centers or something? genuinely curious what the AI angle is
Kabir Khan · 10 likes
that'd be my guess too but I'd want to see an actual breakdown
Isha Menon · 0 likes
AI being the reason for everything's growth in 2026 is getting a bit tiring
Miguel Santos · 8 likes
every earnings call has to mention AI at least 30 times or the stock falls
Tiny Sparrow · 0 likes
skeptic take: tying yourself to the AI boom is great until the boom cools off
Oliver Smith · 1 likes
fair but rockets and satellites are a pretty hard asset to have if it does