Elon Musk, CEO of SpaceX, has projected that the company's artificial intelligence (AI) revenue will exceed the combined revenue of its Starlink and space operations as early as next month. He also announced plans to train the company's AI model, Grok, using various information held by SpaceX.
According to Business Insider on August 12, Musk stated during an all-hands meeting, "AI is a very important part of SpaceX's future," and added, "AI revenue will definitely be greater than the total revenue from the rest of the business next month." He anticipates that the gap will widen further in the fourth quarter.
Currently, the most lucrative segment for SpaceX is its communications division, primarily driven by Starlink. In the second quarter, the company reported total revenue of $7.8 billion, with the communications sector contributing $4.291 billion, accounting for more than half. The AI segment generated $2.561 billion, while the rocket launch and spacecraft business brought in $962 million.
If Musk's predictions hold true, AI will soon surpass the communications sector to become SpaceX's largest business.
Musk plans to utilize SpaceX's proprietary information to enhance Grok's learning. He told employees, "We will train Grok based on all the information SpaceX has," and referred to them as the 'parents of AI,' explaining that their thoughts, ideas, and beliefs will also influence the AI. However, he did not disclose which employee information would be used in the actual training.
Musk also forecasted that within the next five years, the amount of internet data exchanged by AI will reach 1,000 times the amount generated by humans.
On the same day, SpaceX's stock showed strong performance. According to Barron's, shares rose approximately 11% during trading on August 12, reaching $148.44.
* This article has been translated by AI.
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