Leaked SpaceX/xAI Q2 Updates: Grok to Ingest All SpaceX Data, Targets $100B ARR by Year-End
ns123abc · x · 2026-08-05
A leaked Q2 earnings update for SpaceX and xAI reveals aggressive expansion plans. xAI plans to train Grok using the entire 25-year corpus of SpaceX data to build the "best engineer" model. Grok 4.6 is expected next week, 4.7 in a few weeks, and Grok 5 before year-end.
Compute & Hardware: The company claims to be building data centers faster than anyone, with over 2GW online by end of 2026 and scaling towards 10GW. They are building exclusively on NVIDIA's Vera Rubin architecture and plan to launch optimized NVL72 racks into orbit next year.
Business: The Cursor acquisition is clearing regulatory hurdles. The SpaceX CFO noted robust cloud demand with less than a one-year payback on compute capex, $6.7B in Q3 contracted revenue, and a trajectory to hit $100B ARR by the end of the year.
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