Elon Musk Says AI Revenue Will Eclipse the Rest of SpaceX by September. Here’s What Investors Need to Know

• Elon Musk predicts AI revenue will surpass SpaceX’s other businesses by September. • SpaceX targets 10 GW AI capacity by end-2026, worth $300-500B annually. • Q2 AI revenue $2.56B; massive capex and power constraints remain. Elon Musk told staff AI revenue will exceed all other SpaceX revenue by September. He set a 10 GW AI capacity target by end-2026, implying $300-500B annual revenue. Q2 AI sales were $2.56B versus $5.25B from rockets and Starlink. Achieving the goal faces power shortages, Nvidia chip supply limits, and $25B quarterly capex needs that may require outside funding.