SpaceX公布第三季度财报，总收入达146亿美元，同比增长161%12。作为上市公司，SpaceX报告实现了首次盈利4，净收入44亿美元，扭转了去年同期10亿美元的亏损2。尽管资本支出高达196亿美元2，公司的整体财务表现依然超出预期3。
AI业务是推动收入增长的核心引擎。超级智能（SI）部门收入达76亿美元，同比增长830%1，占总收入的52%2，其中营业收入为4.31亿美元1。SI部门的快速增长主要由新云服务协议激活、Cursor收购以及Grok采用增加所驱动1。与此同时，连接性部门贡献营业收入24亿美元1，而航天部门则出现700万美元的营业亏损1。
对于未来前景，首席执行官埃隆·马斯克预测，到2027年底SpaceX的年经常性收入将介于5000亿至1万亿美元之间2。
SpaceX announced third-quarter revenue of $14.6 billion, representing 161% year-over-year growth and marking the company's first profitable quarter as a publicly traded company 24. The surge was primarily fueled by expansion in artificial intelligence and data center operations, with the AI business representing 52% of total revenue 2.
The company's AI division generated $7.6 billion in revenue during the quarter, up 830% compared to the same period last year 1. This growth was driven by newly activated cloud service agreements, the acquisition of Cursor, and increased adoption of Grok 1. The connectivity business contributed $2.4 billion in operating revenue, while the space segment posted a $7 million operating loss 1. Despite capital expenditures of $19.6 billion, SpaceX achieved net income of $4.4 billion, reversing a $1 billion loss from the prior year period 2.
CEO Elon Musk projected that by the end of 2027, SpaceX's annual recurring revenue will reach between $500 billion and $1 trillion 2. The company operates 1.7 gigawatts of data center computing capacity to support its expanding AI infrastructure 2.
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