Musk: AI Revenue to Surpass All SpaceX Businesses Next Month, Targets 10GW Compute
创业邦 · wechat · 2026-08-13
In an internal SpaceX meeting, Elon Musk stated that AI revenue will exceed all other company businesses by September and significantly surpass them in Q4. He predicted AI will represent 99% of SpaceX's value within 4-5 years.
Compute & Commercial Goals
- Plans to scale AI training compute to 10 GW by next year (a 10x expansion).
- Estimates $30-$50 per watt, translating to $300-$500 billion in potential annual revenue.
- Strategy involves Earth-based training and space-based AI inference/compute in deep space.
Grok Roadmap & Alignment
- Grok 4.6 is about a week away, with 4.7 expected to be exceptional.
- Will train Grok on all SpaceX data to instill company values, aiming for a human-centric AI.
Related event: Musk Says xAI Revenue to Surpass SpaceX Next Month(4 posts)→
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