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We must win the AI race
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- DeepHorus
Elon Musk stated at an all-hands meeting at SpaceX that the AI business will soon become the company's primary source of revenue. He predicted that AI revenue will surpass the combined total of all other businesses in September and take a significant lead in the fourth quarter. Musk emphasized that SpaceX must win in AI hardware and software, as the future will be dominated mainly by AI and robotics.
SpaceX completed a historic IPO in June, making Musk the world's first trillionaire. Subsequently, the company acquired xAI and renamed it SpaceXAI, and is now advancing multiple ambitious AI projects. The meeting video, about 30 minutes long, was released by SpaceX's official account on the social platform X.
Musk made it clear that AI revenue surpassing other businesses is not a possibility but a certainty. He provided a specific timeline: it will exceed the combined total of other businesses in September, and significantly outpace them in the fourth quarter. This prediction is based on the rapid growth of the company's AI business and the revenue scale of existing businesses such as rockets, spacecraft, and Starlink.
Regarding training plans, Musk revealed that the aggregated information from SpaceX will be used to train its large language model, Grok. This means employee data will be involved in model training, and employees will become the 'parents of AI,' with the AI inheriting their thoughts, ideas, and beliefs. However, Musk did not specify the exact data collection methods; similar practices by Meta, which previously used employee keyboard input to train models, have sparked controversy.
In his speech, Musk elevated AI to a strategic level, saying, "We must win in AI hardware and AI software." He believes this message is the most important because the future overwhelmingly involves AI and robotics. SpaceX plans to deploy data centers in space to train and run AI models, and has committed to using Nvidia technology exclusively, including the advanced Vera Rubin architecture.
In addition, SpaceX acquired AI programming startup Cursor for $60 billion in June. The company's existing businesses include the Falcon 9, Starship launch vehicle, Dragon spacecraft, and Starlink satellite network. As AI projects advance, its revenue structure is undergoing significant changes.
Analysts believe that Musk's placement of AI at the core could reshape SpaceX's business model. If space data centers and AI training plans are realized, they will open up entirely new revenue channels. However, the use of employee information still needs to be clarified to avoid privacy controversies. In the coming months, whether the AI business can surpass traditional businesses as scheduled will become a focus of market attention.
