SpaceX's AI Capex Hit $15.8 Billion in Q2 2026, Up 20-Fold Year-Over-Year

SpaceX's capital spending on its xAI unit — which runs the Grok service SpaceX calls "the AI layer" — reached $15.8 billion in Q2 2026, up from $7.7 billion in Q1 and $749 million a year earlier (Yahoo Finance, Aug. 5). That annualizes above $60 billion if sustained. Goldman Sachs projected the division's revenue will reach $322 billion by 2030, against $3.2 billion in 2025.