SpaceX expects to bring in between $33 billion and $37 billion in revenue during the first quarter of 2027, more than double the $14.58 billion reported for Q3 2026. The Super Intelligence unit, the company’s AI compute business, generated $7.56 billion in Q3 2026, accounting for 51.9% of total revenue, marking the first quarter in which SI outearned the Space and Connectivity segments combined. The company aims to lift its compute capacity from 1.7 GW to between 2.5 and 3 GW by the end of Q4 2026, then add another 10 GW in 2027. Capital expenditure guidance for Q4 2026 sits between $35 billion and $40 billion. SpaceX also reaffirmed its target of a $100 billion annualized revenue run rate by the end of 2026.
Source: Read the original article
