SpaceX has released financial results for the second quarter of 2026. This report was the first public document after the company went public. SpaceX's total revenue was $7.8 billion during the reporting period. The consensus forecast of Bloomberg analysts assumed revenue of $ 6.81 billion. Adjusted EBITDA reached $3.5 billion. Experts expected this figure to be around two billion dollars. Despite exceeding forecasts, the company's shares declined in over-the-counter trading. The reason was the significant cost of developing the artificial intelligence infrastructure. The operating loss of the AI business amounted to $1.26 billion for the quarter. Capital investments in this segment increased sharply to $15.8 billion. The company's total capital expenditures reached $18.37 billion during the period.

The Starlink business continued to show positive dynamics in the second quarter. The number of active subscribers of the satellite service has exceeded twelve million users. Adjusted EBITDA for the Starlink segment was $2.6 billion. This indicator also exceeded the consensus forecast of market analysts. SpaceX is preparing for a new stage of testing of the Starship heavy rocket. The company plans to capture the upper stage of the ship with the Mechazilla system for the first time. Investors are closely watching the end of the lock-up period on August 6. Hundreds of millions of shares of the company's internal investors may enter the market. The unsuccessful launch of Starship had previously led to a decline in SpaceX's market capitalization. Most Wall Street analysts maintain a positive long-term outlook.

SpaceX has announced a strategic partnership with Nvidia. The collaboration is aimed at creating the Starmind AI-1 payload. The project will ensure the placement of computing power at the level of data centers in space. The system will use Ruby GPUs and Vera central processing units. The peak performance of one satellite will reach 250 kilowatts of power. CEO Elon Musk called Nvidia the exclusive supplier of AI chips. The company expects to end the year with more than two gigawatts of computing power. By the end of 2027, it is planned to increase this figure to almost ten gigawatts. SpaceX has already signed multibillion-dollar agreements with technology companies. Google has signed a contract worth more than thirty billion dollars. Anthropic negotiated access to the infrastructure for almost forty-five billion.