SpaceX says big AI growth fueled revenue jump

SpaceX announced revenues of $14.6 billion in its Q3 earnings on Tuesday, which it says was a growth of 161 percent year-over-year “fueled by our Super Intelligence (SI) segment and accelerated growth in Connectivity.” While its Space division posted a $7 million loss in income from operations, its Connectivity group posted income from operations $2.4 billion and its SI group posted $431 million.

SpaceX 在周二公布的第三季度财报中宣布营收为 146 亿美元，称这一同比增长 161% 的业绩是“由我们的超级智能（SI）部门和连接业务的加速增长所推动的”。虽然其太空部门的运营收入亏损了 700 万美元，但其连接业务部门的运营收入为 24 亿美元，SI 部门的运营收入为 4.31 亿美元。

The company’s so-called “SI” business saw revenues of $7.6 billion, which were up 830 percent year-over-year, “primarily driven” by “the activation of new cloud services agreements, the acquisition of Cursor, and increased Grok adoption across enterprise customers and consumers.” For its Connectivity business, SpaceX reported revenues of $5.2 billion and 13.6 million Starlink consumer subscribers. Space business revenues were $1.8 billion, up six percent year-over-year.

该公司所谓的“SI”业务营收为 76 亿美元，同比增长 830%，这“主要得益于”“新云服务协议的激活、对 Cursor 的收购，以及企业客户和消费者对 Grok 采用率的增加”。在连接业务方面，SpaceX 报告营收为 52 亿美元，拥有 1360 万星链（Starlink）个人用户。太空业务营收为 18 亿美元，同比增长 6%。

SpaceX is livestreamed a video of its earnings call on X, where Elon Musk said that SpaceX will try catching Starship and its booster next month, that Tesla and SpaceX are discussing a possible merger, and that its Starlink connectivity business could generate “several hundred billion dollars a year.”

SpaceX 在 X 平台上直播了其财报电话会议，埃隆·马斯克在会上表示，SpaceX 将在下个月尝试回收星舰（Starship）及其助推器，特斯拉和 SpaceX 正在讨论合并的可能性，并且其星链连接业务每年可能产生“数千亿美元”的收入。

This is the second earnings report from SpaceX after the company’s IPO in June. The earnings follow a busy Q3 for Elon Musk’s rocket, AI, and social media company, which included the official closing of its $60 billion deal to acquire AI coding tool Cursor, the 13th launch of SpaceX’s Starship, and the launch of a new V5 Starlink residential dish.

这是 SpaceX 自 6 月份首次公开募股（IPO）以来的第二份财报。在此之前，埃隆·马斯克旗下的这家火箭、人工智能和社交媒体公司度过了一个繁忙的第三季度，其中包括正式完成了以 600 亿美元收购人工智能编码工具 Cursor 的交易、SpaceX 星舰的第 13 次发射，以及新款 V5 星链家用天线的发布。