SpaceX and Tesla have formed a joint discussion committee, AI has become the largest source of income

October 21st SpaceX For the first time in the third quarter, SpaceX andTeslaSeparate special committees have been established to discuss consolidation. He described the merger as a "good idea" but had a conflict of interest and could not participate in the Committee's discussions; ultimately, the transaction required shareholder approval。

SpaceX and Tesla have formed a joint discussion committee, AI has become the largest source of income

SpaceX first-quarter profit after it was released during the same period: a three-quarter increase of $161% to $14.58 billion over the same period; net profit of $4.4 billion, a loss of $1.1 billion over the same period of the previous year。

in,AI The business base increased to $7.56 billion, close to 10 times the same period in the previous year, making it the largest source of income. Reuters reports that this revenue is derived mainly from the rental of data centre calculations to clients such as Anthropic, Google and Reflection AI, and not primarily from home-owned models。

INPUTS ARE ALSO INCREASING. THE COMPANY ' S CAPITAL EXPENDITURE IN THE THIRD QUARTER AMOUNTED TO $19.6 BILLION, OF WHICH $16.4 BILLION WAS SPENT ON AI; CAPITAL EXPENDITURE IN THE FOURTH QUARTER IS EXPECTED TO RANGE FROM $35 BILLION TO $40 BILLION. THE NUMBER OF CHAIN SUBSCRIBERS INCREASED TO 13.6 MILLION, BUT THE AVERAGE MONTHLY INCOME PER HOUSEHOLD FELL TO $69, DOWN FROM $99 IN 2023。

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