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SpaceX's AI unit now drives 52% of company revenue, filing shows

SpaceX reported $14.6 billion in third-quarter revenue, with its renamed 'Super Intelligence' division—covering Grok, Cursor, and a neocloud data center business with 1.7 GW of compute—now accounting for 52% of income. The company posted $4.4 billion in net income despite $19.6 billion in capital spending, aided partly by roughly $1 billion from bitcoin price gains and unspecified related-party income.