A few months before SpaceX went public, it acquired another Elon Musk-controlled company: xAI. This brought both the xAI artificial intelligence business and social media site X (formerly known as Twitter) under its umbrella. <\/p>\n During Q3, SpaceX’s SI division delivered $7.56 billion in revenue, up by 830% from the $813 million it took in during 2025. That’s one of the fastest revenue growth rates I’ve seen in a while. It was also a huge uptick from Q2, when revenue grew at a 213% year-over-year pace to $2.56 billion. <\/p>\n This division also includes X ad revenue, which rose from $454 million in the prior-year period to $538 million, so it doesn’t make up much of the total and isn’t delivering as much growth, which is fine. The story is SpaceX’s AI models (which include subscription platforms) and other infrastructure revenue. This rose from $2.56 billion in Q2 to $7.02 billion in Q3. <\/p>\n That was a huge jump in a short time frame, and there are questions as to whether SpaceX will be able to deliver that kind of growth moving forward. <\/p>\n I think it will. Its SI product lineup (which includes the Grok AI model) is being widely adopted, and with services like Grok Bots bringing always-on agentic AI to the masses, it has massive growth potential. <\/p>\n SpaceX recognizes this, which is why its capital expenditures<\/a> were $16.4 billion in the quarter for its SI division. That’s a huge investment, but when the underlying business is growing at 830%, it makes sense. <\/p>\n However, this is just one quarter. What can investors expect in the future? <\/p>\n Q3 was just the start of something bigger <\/p>\n The odds of SpaceX experiencing growth like that in Q3 and then ceasing to grow are low, if not zero. The reality is that there is massive AI adoption happening both by businesses and individual users, which is leading to one of the biggest revenue growth opportunities in a long time. This is why SpaceX is investing heavily in infrastructure, as it sees the potential for even more growth. <\/p>\n Will SpaceX be able to add another $5 billion in revenue to its SI division from Q3 to Q4? I’m not sure, but I wouldn’t be surprised if it does. We’re seeing huge breakthroughs in AI monetization at rival players such as Anthropic too. <\/p>\n The question for investors is: What is the right price to pay for a company with a division growing this quickly? Right now, SpaceX stock has a ton of expected future growth priced into it, so its relatively tame 10% rise immediately following earnings — and its subsequent slide on Thursday back to where it traded before Tuesday afternoon’s report — seems appropriate. However, if AI investors start to latch on to SpaceX stock again, it could presage a much bigger and more durable rise. Furthermore, if SpaceX delivers another quarter like this in Q4, it could confirm a much larger AI growth trend<\/a>. <\/p>\n As a result, I think SpaceX is finally starting to establish itself as a top AI investment. <\/p>\n Should you buy stock in Space Exploration Technologies right now? <\/p>\n Before you buy stock in Space Exploration Technologies, consider this: <\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks<\/a> for investors to buy now\u2026 and Space Exploration Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. <\/p>\n Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you’d have $355,124!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,296,254!* <\/p>\n Now, it’s worth noting Stock Advisor’s total average return is 901% \u2014 a market-crushing outperformance compared to 210% for the S&P 500. Don’t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. <\/p>\n See the 10 stocks \u00bb<\/a> <\/p>\n *Stock Advisor returns as of October 24, 2026. <\/p>\n Keithen Drury<\/a> has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy<\/a>. <\/p>\n<\/a> Image source: The Motley Fool. The super intelligence segment is rapidly expanding <\/p>\n