SpaceX's Super Intelligence segment brought in 52% of its third-quarter revenue, up from about 15% a year earlier.
Total revenue hit $14.58 billion, up 161% from a year ago and above the roughly $12.7 billion Wall Street expected.
Super Intelligence, which SpaceX previously reported as AI, includes its AI business and X's advertising.
The segment brought in $7.56 billion, up from $813 million a year earlier.
That includes $608 million from Cursor, which SpaceX bought on August 14.
Here's how the three segments stacked up in the quarter.
Super Intelligence $7.56 billion
Connectivity $5.25 billion
Space $1.77 billion
Connectivity, the segment that includes Starlink, grew 69%.
The stock closed Tuesday at $147.79 ahead of the report, still well below its June closing high.
Investors who bought SpaceX for rockets and Starlink now own a company that got more than half its latest quarterly sales from AI and X.
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