SpaceX зарабатывает на AI больше, чем на космосе: выручка выросла в 3 раза

In the second quarter of 2026, SpaceX's AI division generated $2.6 billion in revenue — more than three times the figure for the same period a year earlier. The growth was driven by two major computing capacity lease contracts: with Anthropic, signed in May, and with Google — in June 2026. Based on quarterly results, the AI segment has for the first time outpaced the core rocket-and-satellite business in revenue.

How Much Did SpaceX Earn from the AI Cloud?

The AI division posted $2.6 billion in quarterly revenue, yet remained unprofitable: losses totaled $1.5 billion — slightly less than in the same quarter of 2025. Triple-digit revenue growth alongside persistent losses is a classic sign of an investment phase, where infrastructure is scaled up faster than it can pay for itself.

Key figures for the quarter:

• AI division revenue — $2.6 billion (3x+ growth year-over-year)
• AI division loss — $1.5 billion for the same period
• Contract with Anthropic — May 2026
• Contract with Google — June 2026; according to CNBC, Google pays approximately $920 million per month
• In IPO documents, SpaceX calls the AI division "the primary source of the company's value"

How SpaceX Entered the Neocloud Market

SpaceX provides GPU computing to third-party AI companies, competing with CoreWeave and other neoclouds — providers specializing exclusively in AI infrastructure. The scale of the Google contract illustrates the depth of this entry: according to CNBC, the search giant pays SpaceX around $920 million per month for computing capacity.

Neoclouds have become a strategically important class of infrastructure: companies like CoreWeave attract tens of billions of dollars in funding precisely because GPU clusters serving large AI models require specialized management. SpaceX enters this market with a strong hand — in its very first operational year, it signed agreements with two of the world's leading AI companies.

The growth of the AI segment is also reshaping SpaceX's capital strategy: the company has sharply increased investment in data center construction and equipment procurement — hence the gap between revenue and profit.

Why Are Investors Looking at SpaceX Differently?

SpaceX is intentionally repositioning itself ahead of its public offering. In its IPO documents, the company explicitly stated that the AI division is "the primary source of its value" — an unusual formulation for a traditional rocket operator. Historically, SpaceX's main value generators were considered to be Falcon 9 and the Starlink network — now the narrative has shifted.

"The AI division carries the greater part of the company's value," — as stated in

SpaceX's 2026 IPO documents.

The quarterly data confirms this narrative: AI revenue exceeded launch revenue. The market is being sent a clear signal — SpaceX should be valued primarily as an AI infrastructure company, not merely as a rocket operator.

What This Means

SpaceX has become a notable player in the AI cloud market in just one year, and not from scratch: the company leveraged existing ties with leading laboratories and available infrastructure to scale up computing capacity. A $1.5 billion loss against $2.6 billion in revenue is an investment bet, not a crisis: SpaceX is deliberately entering a segment where competition with CoreWeave and hyperscalers promises to be fierce in the years ahead.

Frequently Asked Questions

How much does Google pay SpaceX for computing capacity?

According to CNBC, Google pays approximately $920 million per month for access to computing capacity under an agreement signed in June 2026.

Is SpaceX's AI division profitable?

No: with $2.6 billion in quarterly revenue, the loss stood at $1.5 billion — the company is actively investing in expanding its AI infrastructure.