$SPCX SpaceXSI - What Actually Pays The Bills Now Is AI. SpaceXSI brought in $14.6B of revenue in Q3, up 161% from a year ago. AI compute was $7.56B of that, more than Starlink at $5.25B and Launch at $1.77B combined. These totals include the merged xAI and X business. Starlink went from 2.3M subscribers at the end of 2023 to 13.6M at the end of September. If Q4 matches Q3, 2026 lands near $41.7B. For 2027, analysts see about $180B in the base case, and JPMorgan's bull case is $254B. Musk's $500B to $1T is his goal for the yearly revenue pace by the end of 2027, not 2027 revenue. The catch is spending. Q3 capex was $19.6B, more than the quarter's revenue. The stock is at $134.72, right on its $135 IPO price.