Share unit 006 · October 22, 2026

SpaceX renamed its AI segment Super Intelligence. It is now 52% of revenue.

The pie chart is our illustration; the numbers and the rename are from SpaceX's own release.

One release, one image · super-intelligence.lol

A dark pie chart with three labeled slices: Super Intelligence 52% in bright cyan with the note 'formerly: Artificial Intelligence' printed under the label, Starlink 36% in grey, and Rockets 12% in dark navy. — Illustration of the reported segment revenues. The pie is ours; the numbers and the rename are from SpaceX's Q3 earnings release. (Illustration: gpt-image-2.5-flare)

SpaceX now has a segment called Super Intelligence. The earnings release says it is what the company previously reported as Artificial Intelligence.

In the third quarter, the renamed segment took in $7.56 billion, up 830% from $813 million a year earlier. That is 52% of SpaceX's $14.575 billion in revenue, ahead of Starlink at $5.248 billion.

SpaceX's 35 rocket launches took in $1.767 billion. That is 12% of revenue and less than a quarter of what Super Intelligence took in. The rockets did all that with a name that never changed.

Sources: SpaceX's Form 8-K on SEC EDGAR (filed Oct 20, 2026); Unite.AI (Oct 20, 2026).

Receipts, as of Oct 20

SpaceX Form 8-K on SEC EDGAR (filed Oct 20, 2026): the company's Q3 2026 earnings release, including the definitions note that says Super Intelligence is the segment previously reported as Artificial Intelligence. SEC EDGAR, accession 0001628280-26-066482
SpaceX's growth attribution, same release: "a clear inflection in our Super Intelligence business", cloud services agreements, the $60 billion Cursor acquisition (closed Aug 14, 2026), and Grok Bot. Same 8-K, item 2.02 exhibit
Unite.AI (Oct 20, 2026): SpaceX Q3 revenue rises 161% as Super Intelligence swings to profit. unite.ai

Current as of Oct 20, 2026, the day SpaceX released its Q3 results. The image is an AI-generated illustration. Not affiliated with anyone.

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