--- format: "aidr-story-markdown/v1" id: "6b2249d76a511b503fdc443a50048a2802d6f8fdcfe80e6102824914c736b882" canonical_url: "https://aidr.today/6b2249d7?lang=en" title: "SpaceX Allots 84% of Third Quarter Capex to AI Buildout" lang: "en" requested_lang: "en" available_langs: ["en","vi"] translation_fallback: null fallback_fields: [] published_at: "2026-10-29T17:23:57.000Z" category: "Industry" topics: ["funding"] source_urls: ["https://marketbrief.now/earnings/spacex-allots-84percent-of-third-quarter-capex-to-ai-buildout-6b5bdff5","https://huggingnews.com/earnings/spacex-allots-84percent-of-third-quarter-capex-to-ai-buildout-6b5bdff5"] summary: "SpaceX allocated 84% of its third quarter capital expenditure to AI infrastructure buildout, driven by $7B in revenue from its \"Super Intelligence\" division and a $608M acquisition of Cursor. The segment reported $431M in operating income compared to a $1.7B loss a year earlier, while expanding computing capacity to 1.7 GW for its Colossus II facility. The connectivity business contributed 85% of total operating profit despite a decline in consumer monthly revenue per user from $83 to $69, and the space launch segment reported a $7M operating loss compared to a $259M profit in the prior-year quarter." --- # SpaceX Allots 84% of Third Quarter Capex to AI Buildout > [Open the canonical story]() **Published:** 2026-10-29T17:23:57.000Z **Category:** Industry **Topics:** funding ## Summary SpaceX allocated 84% of its third quarter capital expenditure to AI infrastructure buildout, driven by $7B in revenue from its "Super Intelligence" division and a $608M acquisition of Cursor\. The segment reported $431M in operating income compared to a $1\.7B loss a year earlier, while expanding computing capacity to 1\.7 GW for its Colossus II facility\. The connectivity business contributed 85% of total operating profit despite a decline in consumer monthly revenue per user from $83 to $69, and the space launch segment reported a $7M operating loss compared to a $259M profit in the prior\-year quarter\. ## Sources - [Story source]() - [Story source]()