Company results · SpaceX
SpaceX reported company-level compute, spending and revenue measures for its Super Intelligence segment. Read each measure with its reporting period and scope.
Browse event evidence · What is changing · Download this evidence as JSON
This account covers the earnings release. Guidance and aspirations discussed during the call are excluded.
The earnings-results event, not the reporting-period end or an exact publication timestamp. Source check recorded at 2026-10-21T05:59:00.504Z. It is not a live check of current operation.
SpaceX reported 1.7GW of nameplate compute at 30 September 2026, compared with 1.4GW at 30 June 2026.
As of 30 September 2026 · Company-reported historical measure
Scope: Company-level reported measure. This is not an individual facility measurement or evidence of spare compute available to rent.
SpaceX reported US$16.444 billion of capital expenditure for its Super Intelligence segment in the three months ended 30 September 2026.
1 July 2026 to 30 September 2026 · Company-reported historical measure
Scope: Quarterly segment spending, not total company capital expenditure or the cost of one data centre.
SpaceX reported US$7.560 billion of Super Intelligence segment revenue in the three months ended 30 September 2026.
1 July 2026 to 30 September 2026 · Company-reported historical measure
Scope: Segment revenue includes advertising and software-related activity. The total is not a measure of compute rental revenue.
SpaceX said it signed additional cloud services agreements during the quarter.
1 July 2026 to 30 September 2026 · Company-reported historical measure
Scope: This account admits no customer identities, contract values, available capacity or service-access terms.
ComputeFinder 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.
These connections explain where the reported claims add context and which evidence is still required. They do not update the connected records.
What this adds: 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.
Supporting claims: Reported nameplate compute. The connected record remains unchanged.
Evidence still needed: 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: Check the filing scope and seek separately reviewed facility-specific evidence before changing the Colossus 2 record. Starting source: SpaceX SEC earnings release.
Check trigger: A new official filing, a material correction or the planned editorial review. Planned editorial review by 28 October 2026; this is not an issuer deadline or evidence that the check has run.
What this adds: 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.
Supporting claims: SI capital expenditure; SI revenue. The connected record remains unchanged.
Evidence still needed: 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: Check the period and segment definitions, then seek project-specific evidence for any proposed allocation. Starting source: SpaceX SEC earnings release.
Check trigger: A new official filing, a material correction or the planned editorial review. Planned editorial review by 28 October 2026; this is not an issuer deadline or evidence that the check has run.
What this adds: The company reported additional cloud agreements. This provides commercial context but does not establish an accessible service or spare capacity.
Supporting claims: Additional cloud services agreements. The connected record remains unchanged.
Evidence still needed: 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: Find and review the official service and access conditions before adding a provider or availability claim. Official service and access terms are not recorded here.
Check trigger: Publication of official service conditions or the planned editorial review. Planned editorial review by 28 October 2026; this is not an issuer deadline or evidence that the check has run.
For compute you can use, investigate a suitable route through Find compute and verify current availability and eligibility with the provider.
SpaceX third-quarter 2026 earnings release, filed with the SEC. Company-reported historical measures in an official filing.
Original factual account and ordinary source link from an SEC public filing. No source tables, artwork, recordings or logos are reproduced.
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ComputeFinder-owned wording and compilation only. Source material retains its own terms. This use creates no blanket SpaceX, transcript or recurring-monitoring permission.