SpaceX AI 业务超预期，占三季度营收 52%
原标题：SpaceX’s AI business is beating expectations
AI 摘要
SpaceX 第三季度营收 146 亿美元，其中 AI 业务（含 Grok 智能体、Cursor 编程工具及算力云业务）贡献 52% 的收入，达 75 亿美元、利润 4.31 亿美元，超出投资者预期。公司正从太空企业转向以 AI 为核心，并大举投入 Colossus II 数据中心与星舰项目，季度资本开支达 196 亿美元。马斯克称超智能部署的瓶颈已从芯片转向电力与冷却基础设施，并预测 2027 年底年化经常性收入将达 5000 亿至 1 万亿美元。
正文节选
SpaceX’s data centers and Grok agents were more profitable than investors expected in third quarter of the year, as the company leaves its roots as a space company behind to focus on artificial intelligence, which now makes up 52% of its income. CEO Elon Musk’s deep tech conglomerate reported $14.6 billion in third-quarter revenue on Tuesday, according to its regulatory filing. That number was driven by growth in all segments, but especially its renamed “Super Intelligence” business line, which