SpaceX's AI business beats expectations with 52% of income

spacex's ai business, including grok agents and neocloud, has become more profitable than expected, contributing 52% of its $14.6 billion in third-quarter revenue. the company's super intelligence business line, which includes cursor coding tool and grok bot, saw significant growth. spacex's neocloud business now boasts 1.7 gw of compute. this shift towards ai impacts the tech industry, as spacex continues to invest heavily in data centers and ai infrastructure.