{
  "version": 1,
  "coverage_complete": false,
  "scope": "Selected reviewed company-result events. No claim of worldwide coverage or full earnings-call coverage.",
  "reuse_note": "ComputeFinder-owned original wording and compilation only; source material retains its own terms and per-record conditions.",
  "events": [
    {
      "id": "spacex-q3-2026-compute-results",
      "path": "/events/spacex-q3-2026-compute-results",
      "title": "SpaceX reports 1.7GW of nameplate compute in third-quarter results",
      "summary": "SpaceX reported company-level compute, spending and revenue measures for its Super Intelligence segment. Read each measure with its reporting period and scope.",
      "organisation": "SpaceX",
      "event_date": "2026-10-20",
      "event_date_basis": "The earnings-results event, not the reporting-period end or an exact publication timestamp.",
      "source_publication_date": null,
      "source_checked_at": "2026-10-21T05:59:00.504Z",
      "reporting_period": {
        "start": "2026-07-01",
        "end": "2026-09-30",
        "label": "Three months ended 30 September 2026"
      },
      "coverage": "This account covers the earnings release. Guidance and aspirations discussed during the call are excluded.",
      "source": {
        "name": "SpaceX third-quarter 2026 earnings release, filed with the SEC",
        "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm",
        "evidence_label": "Company-reported historical measures in an official filing",
        "use": "Original factual account and ordinary source link from an SEC public filing. No source tables, artwork, recordings or logos are reproduced.",
        "terms_url": "https://www.sec.gov/about/privacy-information",
        "permission_basis_url": "https://www.sec.gov/about/webmaster-frequently-asked-questions",
        "reuse_note": "ComputeFinder-owned wording and compilation only. Source material retains its own terms. This use creates no blanket SpaceX, transcript or recurring-monitoring permission."
      },
      "claims": [
        {
          "id": "nameplate-compute",
          "title": "Reported nameplate compute",
          "text": "SpaceX reported 1.7GW of nameplate compute at 30 September 2026, compared with 1.4GW at 30 June 2026.",
          "value": 1.7,
          "unit": "GW",
          "metric": "Company-reported nameplate compute",
          "as_of": "2026-09-30",
          "period_start": null,
          "period_end": null,
          "comparison": {
            "value": 1.4,
            "unit": "GW",
            "as_of": "2026-06-30"
          },
          "status": "company_reported_historical",
          "scope": "Company-level reported measure. This is not an individual facility measurement or evidence of spare compute available to rent.",
          "source_url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm"
        },
        {
          "id": "si-capital-expenditure",
          "title": "SI capital expenditure",
          "text": "SpaceX reported US$16.444 billion of capital expenditure for its Super Intelligence segment in the three months ended 30 September 2026.",
          "value": 16.444,
          "unit": "USD billion",
          "metric": "Super Intelligence segment capital expenditure",
          "as_of": null,
          "period_start": "2026-07-01",
          "period_end": "2026-09-30",
          "comparison": null,
          "status": "company_reported_historical",
          "scope": "Quarterly segment spending, not total company capital expenditure or the cost of one data centre.",
          "source_url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm"
        },
        {
          "id": "si-revenue",
          "title": "SI revenue",
          "text": "SpaceX reported US$7.560 billion of Super Intelligence segment revenue in the three months ended 30 September 2026.",
          "value": 7.56,
          "unit": "USD billion",
          "metric": "Super Intelligence segment revenue",
          "as_of": null,
          "period_start": "2026-07-01",
          "period_end": "2026-09-30",
          "comparison": null,
          "status": "company_reported_historical",
          "scope": "Segment revenue includes advertising and software-related activity. The total is not a measure of compute rental revenue.",
          "source_url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm"
        },
        {
          "id": "cloud-services-agreements",
          "title": "Additional cloud services agreements",
          "text": "SpaceX said it signed additional cloud services agreements during the quarter.",
          "value": null,
          "unit": null,
          "metric": "Additional cloud services agreements reported",
          "as_of": null,
          "period_start": "2026-07-01",
          "period_end": "2026-09-30",
          "comparison": null,
          "status": "company_reported_historical",
          "scope": "This account admits no customer identities, contract values, available capacity or service-access terms.",
          "source_url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm"
        }
      ],
      "interpretation": "These disclosures connect the scale of reported infrastructure with segment spending and commercial activity. Their different units and scopes must be retained when comparing them with other organisations or facilities.",
      "unknowns": [
        "An individual facility breakdown of the 1.7GW measure is not established by this account.",
        "Spare rentable capacity, present service availability and customer eligibility are not established.",
        "The release does not establish local power, water, planning or community outcomes in this account.",
        "Exact source publication time is not recorded. Forecasts and other call-level statements require separate review."
      ],
      "related_views": [
        {
          "path": "/finance",
          "label": "Compute finance",
          "relationship": "Company-level segment spending and revenue context."
        },
        {
          "path": "/policy/united-states",
          "label": "United States policy and compute context",
          "relationship": "Place context only; these company measures do not change the policy record."
        },
        {
          "path": "/data-centres",
          "label": "Detailed data-centre records",
          "relationship": "Investigate individual facilities with their own evidence and dates."
        },
        {
          "path": "/sites#epoch-colossus-2",
          "label": "Colossus 2 in the Epoch dataset",
          "relationship": "A separate source and site-level record. The company-wide 1.7GW figure is not assigned to Colossus 2, and Epoch estimates retain their original dates."
        },
        {
          "path": "/news",
          "label": "What is changing",
          "relationship": "Find the linked event account and other reviewed developments."
        }
      ],
      "connections": [
        {
          "id": "company-measure-and-colossus-2",
          "claim_ids": [
            "nameplate-compute"
          ],
          "record_path": "/sites#epoch-colossus-2",
          "record_label": "Colossus 2 in the Epoch dataset",
          "relation_type": "company-to-site-comparison",
          "record_update": "unchanged",
          "supported_change": "The company reported a later company-level nameplate measure and its June comparison. The separate Colossus 2 estimate keeps its original source, metric and date.",
          "unresolved_dependency": "A facility-specific breakdown, compatible metric and matching measurement date are needed before connecting a share of the company total to this site.",
          "next_question": "Which facilities and measurement definitions account for the reported company total?",
          "next_source_check": {
            "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm",
            "label": "Starting source: SpaceX SEC earnings release",
            "question": "Check the filing scope and seek separately reviewed facility-specific evidence before changing the Colossus 2 record.",
            "trigger": "A new official filing, a material correction or the planned editorial review",
            "planned_review_by": "2026-10-28"
          }
        },
        {
          "id": "segment-spending-and-finance",
          "claim_ids": [
            "si-capital-expenditure",
            "si-revenue"
          ],
          "record_path": "/finance",
          "record_label": "Compute finance",
          "relation_type": "segment-finance-context",
          "record_update": "unchanged",
          "supported_change": "The quarterly segment spending and revenue add dated company context to the finance questions. They do not allocate financing, cost or revenue to an individual facility.",
          "unresolved_dependency": "Project-level allocation and compatible accounting definitions are required before drawing a financing conclusion about a named facility.",
          "next_question": "What belongs to the segment, the reporting period and the individual project?",
          "next_source_check": {
            "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm",
            "label": "Starting source: SpaceX SEC earnings release",
            "question": "Check the period and segment definitions, then seek project-specific evidence for any proposed allocation.",
            "trigger": "A new official filing, a material correction or the planned editorial review",
            "planned_review_by": "2026-10-28"
          }
        },
        {
          "id": "agreements-and-compute-access",
          "claim_ids": [
            "cloud-services-agreements"
          ],
          "record_path": "/find-compute",
          "record_label": "Find a route to compute",
          "relation_type": "access-evidence-gap",
          "record_update": "unchanged",
          "supported_change": "The company reported additional cloud agreements. This provides commercial context but does not establish an accessible service or spare capacity.",
          "unresolved_dependency": "A named service needs separately reviewed official eligibility, geography, conditions and current-availability evidence before it can become an access route.",
          "next_question": "Is there a documented service that a prospective user can actually investigate?",
          "next_source_check": {
            "url": null,
            "label": "Official service and access terms are not recorded here",
            "question": "Find and review the official service and access conditions before adding a provider or availability claim.",
            "trigger": "Publication of official service conditions or the planned editorial review",
            "planned_review_by": "2026-10-28"
          }
        }
      ]
    }
  ]
}