SpaceX's AI Business Nearly Tripled in One Quarter, to $7.56B, and Is Now Bigger Than Starlink

SpaceX's Super Intelligence revenue went from $2.56B in Q2 to $7.56B in Q3, up 195%, and is now the company's largest segment, larger than Connectivity (Starlink) at $5.25B. Total revenue was $14.6B, up 161% year on year and nearly double Q2's $7.81B. Net income was $4.4B; Q2 was a net loss. Cursor, acquired 14 Aug 2026, added $608M of revenue from the close to 30 Sep. Super Intelligence capex was $16.4B in the quarter. Starlink had 13.6 million consumer subscribers. SpaceX Q3 2026 earnings release, 20 Oct 2026.