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SpaceX Has Three AI Customers Paying $27.8 Billion a Year. How Big Can This Revenue Stream Get?

Could this be the company's largest growth driver over the next few years?

SpaceX Has Three AI Customers Paying $27.8 Billion a Year. How Big Can This Revenue Stream Get?

Published June 29, 2026 · Category: Finance

Overview

Space Exploration Technologies (NASDAQ: SPCX), better known as SpaceX, has three distinct parts of its business -- rocket launches, satellite internet, and the xAI artificial intelligence business. While the first two are certainly impressive, market-leading businesses, the AI division has produced the biggest headlines in recent months.

In fact, although xAI was the biggest drag on SpaceX's bottom line in 2025, it's starting to look like 2027 and beyond could be a very different story. Here's how SpaceX's new AI compute business has already more than doubled its revenue, where it could go from here, and why investors should pay attention.

Image source: Getty Images.

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Originally published at www.fool.com.

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