TechCrunch：SpaceX 财报显示 AI 业务超预期，占收入 52%
SpaceX 财报显示 AI 业务超预期，占收入 52%
SpaceX 的财务文件显示其人工智能业务在第二季度表现超预期，已占其总收入的 52%。该公司的“超级智能”业务线涵盖了 Grok 机器人、近期收购的 Cursor 编码工具以及规模达 1.7 吉瓦的算力云业务，推动其第三季度营收达到 14.6 亿美元并恢复盈利。CEO 埃隆·马斯克预测，到 2027 年底 SpaceX 的年度经常性收入将达到 5000 亿美元至 1 万亿美元之间。
SpaceX’s data centers and Grok agents have been more profitable than investors expected in second quarter of the year, as the company leaves its roots as a space company behind to focus on artificial intelligence, which now makes up 52% of its income.
Elon Musk’s deep tech conglomerate reported on Tuesday $14.6 billion in third-quarter revenue, according to its regulatory filing. That number was driven by growth in all segments, but especially it’s renamed “Super Intelligence” business line, which includes the recently-acquired Cursor coding tool, Grok bot, and most importantly, the company’s burgeoning neocloud business, which now boasts 1.7 GW of compute.
The top-line number was also boosted by about $1 billion in income related to the recovery of bitcoin prices and an unspecified related-party income that might be attributed to a SpaceX investment in another company.
The growing revenue is balanced against total capital expenditures of $19.6 billion, as SpaceX continues to build out a second data center project, Colossus II, and increase investment in Starship, the heavy lift rocket it sees as vital to deploying a new generation of Starlink satellites and developing orbital data centers.
In spite of those capital expenditures, the company’s revenue boost was substantial enough to push it back into profitability. SpaceX reported net income of $4.4 billion, a turnaround from the $1 billion loss in the same quarter last year. It will still have some catching up if it wants to remain profitable for the year, however. In the first nine months of the year, SpaceX still had a net income loss of $413 million.
CEO Elon Musk took a particularly bullish stance on the company’s Superintelligence business segment, predicting that SpaceX’s annual recurring revenue by the end of 2027 will be “somewhere between $500 billion and $1 trillion.”
This is a developing story. TechCrunch will update.
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Tim Fernholz is a journalist who writes about technology, finance and public policy. He has closely covered the rise of the private space industry and is the author of Rocket Billionaires: Elon Musk, Jeff Bezos and the New Space Race. Formerly, he was a senior reporter at Quartz, the global business news site, for more than a decade, and began his career as a political reporter in Washington, D.C. You can contact or verify outreach from Tim by emailing [email protected] or via an encrypted message to tim_fernholz.21 on Signal.
Kirsten Korosec is a reporter and editor who has covered the future of transportation from EVs and autonomous vehicles to urban air mobility and in-car tech for more than a decade. She is currently the transportation editor at TechCrunch and co-host of TechCrunch’s Equity podcast. She is also co-founder and co-host of the podcast, “The Autonocast.” She previously wrote for Fortune, The Verge, Bloomberg, MIT Technology Review and CBS Interactive.
You can contact or verify outreach from Kirsten by emailing [email protected] or via encrypted message at kkorosec.07 on Signal.
来源：TechCrunch：AI · techcrunch.com