COMPANY PROFILE / AI & MACHINE LEARNING
xAI (SpaceXAI)
Part of SpaceX since February 2026, running Grok and the Colossus data centers as SpaceX's "AI segment"
xAI matters in AI and machine learning because it builds its own model family, Grok, and trains it in its own Colossus data centers. But xAI is no longer a standalone private company. SpaceX completed its acquisition of xAI's parent, X.AI Holdings Corp., on 2 February 2026, and listed on Nasdaq (SPCX) on 12 June 2026. In SpaceX's filings with the U.S. SEC, xAI's business is reported as the "AI segment" (Grok, AI solutions, the X platform and AI compute infrastructure). In April to June 2026 the AI segment had revenue of US$2.561 billion, an operating loss of US$1.257 billion and capital expenditure of US$15.828 billion. Compute is measured as "nameplate compute draw", which the company calculates from installed GPUs and their power draw: 1.4 GW at the end of June 2026 (0.4 GW at the end of June 2025). This profile sticks to the company's own official material available by 15 October 2026 (SEC filings, official website, model card).
- xAI in 30 seconds, and where it stands in AI and machine learning
- The logo and how the name is written
- Where the company sits in AI and machine learning
- Scale
- Resources committed to AI and machine learning
- What it has done so far
- What comes next
- What the company is aiming for
- Partnership map
- Technologies, products and services
- The risks this company carries
- Glossary, references and claim-to-source audit
1. xAI in 30 seconds, and where it stands in AI and machine learning
(trade name SpaceXAI)Formerly xAI. The official site mixes "SpaceXSI" and "SpaceXAI LLC" (checked 15 October 2026)
(SpaceX)Acquired X.AI Holdings Corp. on 2 February 2026. Headquartered in Starbase, Texas, U.S.
(parent company)Parent listed on 12 June 2026. xAI itself is not listed
Cloud & infrastructure (secondary)In 2026 it added a business renting compute to other companies
(21 September 2026)Company description: its top model for coding, agentic tasks and knowledge work
(end of June 2026)Nameplate compute draw, not actual power use or utilization
Earlier documents and press may describe "private xAI", but that no longer applies as of 15 October 2026. SpaceX acquired xAI on 2 February 2026 and xAI became a wholly owned subsidiary. SpaceX reports three segments (Space, Connectivity and AI), and the AI segment bundles Grok, AI solutions, X and AI compute infrastructure. The AI segment's revenue therefore includes advertising revenue from X (US$367 million in April to June 2026), and revenue from Grok alone is not disclosed. Sourced The other change is that it began renting compute to other companies. SpaceX's final prospectus says it entered Cloud Services Agreements with Anthropic in May 2026. In April to June 2026, the AI segment's AI infrastructure revenue rose by US$1.6 billion because cloud services began. Sourced
2. The logo and how the name is written
A note on naming: the developer is XAI LLC, and the model card says "SpaceXAI is a doing-business-as (DBA) name of XAI LLC" and that xAI and SpaceXAI are used interchangeably (Grok 4.7 model card, 21 September 2026). The official site's page titles and social account use "SpaceXSI" while the footer copyright reads "SpaceXAI LLC", so the naming is mixed (checked 15 October 2026). SpaceX's filings distinguish X.AI Corp., X.AI LLC and X.AI Holdings Corp. To avoid confusion this profile mostly uses "xAI", and "SpaceXAI" where the company itself uses the newer name. The logo image is the mark shown in the header of the official website x.ai; it contains no lettering.
Official website: https://x.ai/3. Where the company sits in AI and machine learning
As Fig. 1 shows, xAI is mainly a model developer. It pre-trains and post-trains the large language model Grok itself and offers it through consumer apps (grok.com, iOS, Android and "Grok" on X), a developer API, and services for businesses and governments. The other distinguishing feature is that it builds and owns its compute base. SpaceX's final prospectus describes COLOSSUS and COLOSSUS II as data centers it owns and operates, retrofitted into existing industrial buildings and powered by on-site generation, and says they were brought online quickly (company claim). Since May 2026 it also has contracts renting part of that compute to other companies such as Anthropic, which gives it some of the character of "cloud & infrastructure". Sourced See also our explainers on AI data center power and cooling, training clusters and interconnects, and Transformers and large language models.
4. Scale
xAI's numbers are disclosed as part of SpaceX. This profile gives the whole company only briefly and focuses on the AI segment. All figures come from SpaceX's SEC filings (10-Q, prospectus, earnings release) Sourced.
| SpaceX as a whole | Figure |
|---|---|
| Revenue (Apr-Jun 2026) | US$7.814 billion (Space 0.962, Connectivity 4.291, AI 2.561) |
| Employees (31 March 2026) | Over 22,000 (company-wide; headcount for the AI segment alone is not disclosed) |
| Listing | 12 June 2026, Nasdaq: SPCX. Offering price US$135.00, 638.9 million shares, net proceeds US$85.675 billion |
| AI segment (US$ million) | 2024 | 2025 | Jan-Mar 2026 | Apr-Jun 2026 | Jan-Jun 2026 |
|---|---|---|---|---|---|
| Revenue | 2,620 | 3,201 | 818 | 2,561 | 3,379 |
| of which advertising | - | - | 343 | 367 | 710 |
| of which AI solutions & infrastructure | - | - | 475 | 2,194 | 2,669 |
| Research and development | 1,176 | 5,064 | 2,379 | 2,178 | 4,557 |
| Operating loss | (1,561) | (6,355) | (2,469) | (1,257) | (3,726) |
| Segment Adjusted EBITDA | 347 | (1,237) | (609) | 1,146 | 537 |
| Capital expenditure | 5,633 | 12,727 | 7,723 | 15,828 | 23,551 |
Sources: 10-Q (Apr-Jun and Jan-Jun 2026), earnings release, prospectus (2024, 2025 and Jan-Mar 2026). I could not extract annual advertising and AI solutions & infrastructure splits for 2024 and 2025 from the tables I checked. Adjusted EBITDA is a non-GAAP measure defined by the company. Past figures are presented as if the mergers with X and xAI had always applied ("common control" retrospective combination, per the prospectus).
| Compute capacity (nameplate) | Figure | Source |
|---|---|---|
| 30 June 2025 | 0.4GW | Reference 2 |
| 31 March 2026 | 1.0 GW (prospectus; described as COLOSSUS and COLOSSUS II combined) | Reference 2, 3 |
| 30 June 2026 | 1.4GW | Reference 1, 2 |
SpaceX's 10-Q defines nameplate compute draw as the number of GPUs installed at period end multiplied by their all-in power draw, and states that it reflects installed capacity, not actual power consumption or utilization, and excludes facility power such as cooling and distribution losses. The AI segment's operating loss for January to June 2026 was US$3.726 billion. Although Adjusted EBITDA turned positive in April to June (US$1.146 billion), depreciation (US$1.885 billion) and share-based compensation (US$0.516 billion) are included in the operating loss. Adjusted EBITDA is a company-defined measure, so read it together with the operating loss. Sourced
5. Resources committed to AI and machine learning
For each of the four resources, the table shows what could and could not be confirmed.
| Resource | What primary information confirms | Type |
|---|---|---|
| People | Headcount for the AI segment is not disclosed. SpaceX as a whole had over 22,000 (31 March 2026). The 10-Q cites personnel costs (up US$180 million year on year in April to June 2026) as a driver of the AI segment's R&D increase and explains higher SG&A as personnel costs for expanding the AI business. The official site says it is hiring for its safety team | Sourced / AI headcount not disclosed |
| Money | Capex (AI segment): US$5.633 billion in 2024, US$12.727 billion in 2025, US$23.551 billion in January to June 2026. xAI's Series E raised US$20 billion (6 January 2026, company announcement; participants include Valor Equity Partners, StepStone, Fidelity, the Qatar Investment Authority, MGX and Baron, with NVIDIA and Cisco Investments as strategic investors). No valuation in the announcement. Under equipment lease agreements with the related party Valor Equity Partners, debt and lease liabilities were about US$13.33 billion at the end of June 2026 (US$2.039 billion current, US$11.290 billion non-current). SpaceX's June 2026 IPO netted US$85.675 billion (company-wide); how much is allocated to AI could not be confirmed | Sourced / allocation to AI not confirmed |
| Investments, acquisitions, JVs, divestitures | xAI acquired X (formerly Twitter) on 28 March 2025. SpaceX acquired xAI on 2 February 2026. In May 2026 it agreed to acquire Mesh Optical Technologies (optical transceivers), completed 6 July 2026 for about 3.8 million shares. In April 2026 it signed an option to acquire Cursor (Anysphere) with a compute agreement, a merger agreement followed in June, and the deal closed on 14 August (implied equity value US$60 billion, 389,289,254 Class A shares and other consideration). The chip-manufacturing initiative "Terafab" with Tesla and Intel has only a general framework agreement | Sourced / Terafab not yet confirmed |
| Universities, research institutes, public funds | No university research collaboration is stated in the material I checked. Government relationships: U.S. Department of War GenAI.mil (company announcement, 22 December 2025), U.S. GSA OneGov (25 September 2025; US$0.42 per agency for 18 months), a framework agreement with Saudi Arabia and HUMAIN (19 November 2025) and an education program with the Government of El Salvador (11 December 2025). No public grants or subsidies could be confirmed | Sourced (company statements) / universities and grants not confirmed |
Next, the status of the main models and facilities. Stages and figures follow the company's own wording and include company claims.
| Product / facility | Scale | Stage | Date | Source |
|---|---|---|---|---|
| COLOSSUS (Memphis, Tennessee) | First cluster about 100,000 H100 GPUs, about 130 MW, online in 122 days (company claim). The official news post says Colossus 1 has over 220,000 NVIDIA GPUs (H100, H200, GB200) | Operating | May-Jun 2026 | Ref. 3, 7 |
| COLOSSUS II (Memphis and Southaven, Mississippi) | First cluster about 110,000 GB200 GPUs, about 210 MW, online in 91 days. Second cluster 110,000 GB300 GPUs, 220 MW, in 64 days (company claim) | Operating | 12 June 2026 | Ref. 3 |
| Next expansion of COLOSSUS II | Expected to add at least 220,000 GB300 GPUs and over 400 MW | Expected Not yet confirmed | 12 June 2026 | Ref. 3 |
| Grok-5 | Described as being trained at COLOSSUS II. No release date found (no release listed in the official news index on 15 October 2026) | In training Not yet confirmed | Jan, Jun 2026 | Ref. 3, 6, 18 |
| Terafab (chip manufacturing initiative) | Long-term goal of one terawatt of compute hardware a year. A general framework agreed with Tesla; Intel joined in April 2026. Specific projects, timelines and capex are subject to separate negotiations and not yet determined | Concept Not yet confirmed | 12 June 2026 | Ref. 3 |
GPU counts also differ by document and scope. The official news (May 2026) says Colossus 1 has over 220,000; the prospectus says the compute offered to Anthropic is "approximately 325,000 NVIDIA GPUs" across COLOSSUS and COLOSSUS II; and the January 2026 Series E announcement says "over one million H100 GPU equivalents" at the end of 2025. Scope and counting method differ, so these are not added up or merged into one figure. Sourced
6. What it has done so far
| When | What happened | Meaning |
|---|---|---|
| 2023 | X.AI Corp. began operations in March 2023 and Grok was announced in November 2023 (official news) | Start of its own model development |
| 17 March 2024 | Released the weights and architecture of Grok-1 (a 314-billion-parameter mixture-of-experts model, MoE) under the Apache 2.0 license | The release was the raw pre-trained base model, not tuned for dialogue (official description) |
| 28 March 2025 | xAI acquired X Holdings Corp. (X) and X.AI Corp. (share exchange) | Brought X's data and distribution under the model developer |
| Sep-Dec 2025 | U.S. GSA OneGov (25 September), a framework agreement with Saudi Arabia and HUMAIN (19 November), El Salvador education program (11 December), U.S. Department of War GenAI.mil (22 December) | Expansion to governments. All figures are the company's announcements |
| 6 January 2026 | Announced Series E of US$20 billion | Described compute of "over one million H100 GPU equivalents" at end-2025 (company claim) |
| 2 February 2026 | SpaceX acquired xAI (X.AI Holdings Corp. became a wholly owned subsidiary) | xAI's business became SpaceX's "AI segment" |
| April 2026 | Entered a compute agreement and acquisition option with Cursor (Anysphere) | Aims to use coding-workflow data for model training (prospectus description) |
| May 2026 | Cloud Services Agreements with Anthropic. The official news post describes "access to Colossus 1" | Start of renting part of its compute to others |
| 14 May 2026 | Released the coding agent "Grok Build" in beta. The news index also lists an open-source release of its harness in July, which I did not check | Broader developer products |
| 12 June 2026 | SpaceX listed on Nasdaq (SPCX) | xAI now reports quarterly as part of a listed company |
| 8 July / 12 August / 21 September 2026 | Grok 4.5, Grok 4.6 and Grok 4.7 became available in the API (developer documentation release notes) | About one release every two months |
| 14 August 2026 | Completed the acquisition of Cursor (Form 8-K) | Gained a direct line to a coding product |
| 14 October 2026 | Released Grok Voice 3.0 (developer documentation) | Voice model update |
7. What comes next
220,000 GB300Over 400 MW expected to be added (prospectus). No timing given
(long-term goal)Only a general framework with Tesla and Intel; specific projects undecided
The figures above are company targets and expectations, not results Not yet confirmed. The prospectus says the AI segment is "capital intensive" with significant operating losses and expects a "multi-year investment horizon" before sustained positive Adjusted EBITDA.
Revenue and profit for Grok alone / headcount of the AI segment / xAI's valuation (neither the Series E nor the acquisition announcement gives it) / names and amounts of cloud customers other than Anthropic (the earnings release says US$14.1 billion of contracted sales but gives no customer breakdown) / Grok-5 release timing / timing of the COLOSSUS II expansion / size and timing of data centers in Saudi Arabia (framework agreement only) / which segment Cursor will sit in. None of these is stated in the material I checked.
8. What the company is aiming for in AI and machine learning
This separates what the company says directly from what we read into it. Inference marks our own reading of primary information.
| What can be read | Primary information behind it | Type |
|---|---|---|
| It presents owning compute, models, data (X) and applications together as its strength | The prospectus calls the AI segment a vertically integrated platform and cites its compute, Grok and X's real-time data as competitive advantages | Sourced (company statement) |
| It uses compute for both its own models and rental to others | The prospectus says it can use compute for its own models while providing part to third parties and reallocating it to its own use. The Anthropic fee is US$1.25 billion a month through May 2029 | Sourced (company statement) |
| It is putting weight on coding products | Grok 4.7's positioning (coding, agents, knowledge work), Grok Build, the Cursor acquisition, and the model card footnote on supplemental training with Cursor workflow data | Sourced / Inference |
| It aims for in-house chips over the long term | The Terafab framework, with the statement that it expects to keep sourcing a significant portion of compute hardware from third parties | Sourced / Inference |
| It operates on the premise of investing through losses | The AI segment's operating loss (US$6.355 billion in 2025, US$3.726 billion in Jan-Jun 2026) and capex (US$12.727 billion, US$23.551 billion). The prospectus says "multi-year investment horizon" | Sourced / Inference |
The role of "renting compute" also shows in the numbers. Of the US$2.561 billion AI revenue in April to June 2026, AI solutions & infrastructure was US$2.194 billion, and the 10-Q says AI infrastructure revenue alone rose by US$1.6 billion year on year because cloud services began. Research and development rose by about US$1.06 billion over the same period. This suggests the cost of building models and the income from selling compute are starting to mix within one segment. However, the margin on rental and the share of capacity allocated to it are not disclosed Not yet confirmed.
9. Partnership map in AI and machine learning
The official announcements also name distribution channels for the models. The official news says Grok 4.6 became available on Amazon Bedrock, Microsoft Foundry, Gemini Enterprise Agent Platform and GitHub Copilot (August 2026). The Grok 4.7 model card lists availability through Cursor, Grok Build, the API and model gateways (OpenRouter, Vercel, Cloudflare, Snowflake, Databricks and others). Among the relationships in the figure, official amounts are confirmed only for Anthropic (monthly fee), Cursor (implied equity value) and the Series E (US$20 billion). The others carry no amounts. Sourced
10. Technologies, products and services
Model prices and performance are the developer's (company's) stated values. Benchmarks are given where name, version, setting and who ran them can be confirmed, and no ranking against other companies' models is made. The company's comparison tables pit Grok against other developers' top settings, with no guarantee that conditions match.
| Item | Official statement (developer's stated value) | What could not be confirmed |
|---|---|---|
| Grok 4.7 | Released 21 September 2026. 500k-token context; text and image input, text-only output. API price US$2 input / US$6 output per million tokens (prompts under 200k tokens). Four reasoning-effort levels (low to xhigh). Pre-training data cutoff June 2026 (model card); the developer documentation states a knowledge cutoff of May 2026 | Parameter count, training compute and data composition (not in the model card). The reason the model card and documentation cutoffs differ |
| Benchmarks (company-reported) | Grok 4.7 (xhigh): 46.3% on CursorBench 4.0, 37.6% on Terminal-Bench 4.0, 64.0% on EEBench, 56.7% on HealthBench Professional (company comparison table; others such as DeepSWE v1.1 are also listed). The table includes other developers' top models, but whether settings, cost and evaluator are matched cannot be confirmed here | Independent third-party reproduction |
| Safety (company claims) | Says it has "an entirely new safeguard stack" and is "the strongest model we've tested on refusals and jailbreak resistance". 62.4% on LatchBio's biosafety benchmark; lets through 3.3% of risky dual-use prompts on its own HackerBench v0.3. The Frontier AI Framework (effective 30 June 2026) names CBRN, offensive cyber, loss of control and harmful manipulation as main risks and refers to the NIST AI Risk Management Framework and ISO/IEC 42001 | Details of independent safety evaluations; any conformity certification to the standards |
| Grok Build / Grok Bot | Grok Build: a terminal-based coding agent (beta 14 May 2026). Grok Bot: always-on agents (11 August 2026). The official news says an enterprise version was released in September | User numbers and revenue |
| Imagine / Voice | Imagine Image 2.0, Imagine Video 1.5 (up to 1080p), Grok Voice 3.0 (14 October 2026), plus speech-to-text and text-to-speech APIs | Usage figures |
| X | The social platform X is part of the AI segment. The prospectus says Grok is used for features such as post creation and recommendations. "The X Subscription" was announced on 12 October 2026 | The extent to which X data is used for training (the prospectus says "subject to some limitations for certain content") |
xAI's official material says more about how the compute base is built than about model design. The prospectus describes COLOSSUS II as able to run entirely on on-site (behind-the-meter) generation, using direct-to-chip liquid cooling, high rack density and brownfield retrofits, combined with Tesla Megapack batteries to stabilise power and smooth demand peaks Sourced. GPU generations moved from H100 (about 100,000, about 130 MW) to GB200 (about 110,000, about 210 MW) to GB300 (110,000, 220 MW), so power per GPU rises (dividing the company's figures gives roughly 1.3 kW, 1.9 kW and 2.0 kW; these include facility-level power and are not chip specifications Our calculation).In terms of materials and equipment, power supply, heat removal and wiring or optical connections tend to be the limiting factors, and the filings also record SpaceX's acquisition of the optical transceiver maker Mesh Optical (completed 6 July 2026). Because the 1.4 GW is a nameplate figure that excludes cooling and similar loads, actual power demand is naturally larger Inference. The environmental side, as the NAACP lawsuit in the next chapter (the plaintiffs' claim) shows, makes coordination with local communities a challenge. See our explainers on AI accelerators, AI data center power and cooling, data centers and energy storage, and optical transceivers.
11. The risks this company carries
The following is arranged neutrally, within what SpaceX's filings and the company's official material say. For lawsuits, the plaintiffs' claims and the company's position are separated, and no outcome is predicted.
| Risk | Details | Type |
|---|---|---|
| Operating losses and scale of investment | The AI segment had an operating loss of US$6.355 billion in 2025 and US$3.726 billion in Jan-Jun 2026, with capex of US$23.551 billion in the latter period. The prospectus says it is capital intensive and that revenue from future models and products is uncertain | Sourced |
| Termination terms of cloud contracts | The Anthropic agreements can be terminated by either party on 90 days' notice after the initial three months (prospectus). The US$1.25 billion monthly fee is therefore not guaranteed through the end of the term | Sourced |
| Lawsuits over AI image generation | Since January 2026, several lawsuits (including putative class actions) have been filed in the U.S. alleging that Grok's image generation and editing features were used to create non-consensual explicit images and similar content; the City of Baltimore has also sued. The 10-Q says the company intends to defend itself. It records a litigation accrual of US$354 million (company-wide across matters, with no per-case breakdown) | Sourced (plaintiffs' claims) |
| Lawsuit over data center air permits | On 14 April 2026 the NAACP sued, alleging that mobile gas turbines at COLOSSUS II are stationary sources without proper permits, in violation of the Clean Air Act, and moved for a preliminary injunction on 6 May. The U.S. moved to intervene to dismiss, and the State of Mississippi filed an amicus brief opposing the injunction (10-Q). No outcome as of the 4 August 2026 filing | Sourced (plaintiffs' claims) |
| EU Digital Services Act | In a final decision on 5 December 2025 the European Commission found breaches of the Digital Services Act (verification checkmark, ad repository, researcher data access) and imposed a EUR 120 million fine on the parties including X Internet Unlimited Company (as stated in the 10-Q). The parties challenged it in the EU General Court on 16 February 2026; the case is pending | Sourced |
| Privacy class action | On 14 May 2026 a putative class action alleged that Grok.com used third-party tracking technologies in violation of the Electronic Communications Privacy Act and other laws. The company intends to defend itself (10-Q) | Sourced (plaintiffs' claims) |
| EU AI regulation | The European Commission page says xAI signed only the "Safety and Security" chapter of the General-Purpose AI Code of Practice (a voluntary tool), and that it must demonstrate compliance with the AI Act's transparency and copyright obligations through "alternative adequate means" (checked 15 October 2026). Signing the code is not a guarantee of compliance | Sourced |
| Power, GPU and component supply | The prospectus says failing to secure enough power, water or GPUs could materially affect the business. A significant share of AI hardware is expected to remain sourced from third parties | Sourced |
| Limits of disclosure | Revenue and profit for Grok alone, AI headcount and valuation are not disclosed, and X advertising and compute rental sit in the same segment, so the model business's economics cannot be separated from outside | Not yet confirmed |
This article summarises a company and is not legal or safety advice. Use of the models is subject to the provider's terms and to the laws of each country and region.
12. Glossary
- Grok
- The name of xAI's large language model family. Grok 4.7 is the top model as of 15 October 2026.
- Colossus
- xAI's AI training data centers in Memphis (and Southaven). COLOSSUS and COLOSSUS II.
- AI segment
- A SpaceX reporting segment covering Grok, AI solutions, X and AI compute infrastructure.
- Nameplate compute draw
- Installed GPUs multiplied by each one's all-in power draw. Installed capacity, not actual power use.
- Behind-the-meter
- Generation on the customer's own site, used without passing through the grid.
- GB200 / GB300
- NVIDIA AI product lines that pair GPUs with CPUs.
- Mixture of experts (MoE)
- A model design that activates only some "experts" per input. In Grok-1, 25% of the 314 billion parameters are active per token (official description).
- Form 10-Q / 424B4 / 8-K
- A quarterly report / final prospectus / current report that listed U.S. companies file with the SEC.
- Common control
- A merger of companies under the same controller, presented by combining past financial statements retrospectively.
13. References
- Space Exploration Technologies Corp. Form 10-Q for the quarter ended 30 June 2026 (filed 4 August 2026). The xAI acquisition, segment definitions, AI segment results, capex and nameplate compute, the Cursor and Mesh Optical acquisitions, related-party transactions (Tesla, Valor), litigation. https://www.sec.gov/Archives/edgar/data/1181412/000162828026052535/spcx-20260630.htm
- Space Exploration Technologies Corp. Form 8-K (4 August 2026), Exhibit 99.1, "Second Quarter 2026 Results". Segment revenue, operating results, Adjusted EBITDA and capex, compute capacity of 1.4 GW, US$14.1 billion of contracted sales under Cloud Services Agreements. https://www.sec.gov/Archives/edgar/data/1181412/000162828026052515/earningsreleaseq22608042.htm
- Space Exploration Technologies Corp. Final prospectus (Form 424B4, 12 June 2026). Description of the AI business, composition of COLOSSUS and COLOSSUS II, the Anthropic Cloud Services Agreements, Terafab, the Cursor agreements, AI segment figures for 2024 and 2025, headcount, risk factors. https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm
- Space Exploration Technologies Corp. Form 8-K (14 August 2026). Completion of the acquisition of Cursor (Anysphere) and the consideration. https://www.sec.gov/Archives/edgar/data/1181412/000162828026056945/spcx-20260814.htm
- xAI (SpaceXAI) Official news, "xAI joins SpaceX" (2 February 2026). https://x.ai/news/xai-joins-spacex
- xAI (SpaceXAI) Official news, "xAI Raises $20B Series E" (6 January 2026). Investors, 2025 progress, Grok 5 in training. https://x.ai/news/series-e
- xAI (SpaceXAI) Official news, "New Compute Partnership with Anthropic" (May 2026). https://x.ai/news/anthropic-compute-partnership
- xAI (SpaceXAI) Official news, "Introducing Grok 4.7" (21 September 2026). Pricing, company-reported benchmarks, safety claims. https://x.ai/news/grok-4-7
- xAI (SpaceXAI) Grok 4.7 Model Card (21 September 2026). Trade name, training approach, availability, evaluations. https://media.x.ai/v1/website/card4p7-3a96f40b.pdf
- xAI (SpaceXAI) Frontier AI Framework (effective 30 June 2026). Classification of main risks; references to NIST and ISO/IEC 42001. https://media.x.ai/v1/website/xai-frontier-artificial-intelligence-framework-30-june-2026-99c40684.pdf
- xAI (SpaceXAI) Developer documentation, "Release Notes" (updated 13 October 2026). Model availability dates. https://docs.x.ai/docs/release-notes
- xAI (SpaceXAI) Official page, "Colossus". https://x.ai/colossus
- xAI (SpaceXAI) Official news, "Supporting the DOW's mission with AI" (22 December 2025). https://x.ai/news/us-gov-dept-of-war
- xAI (SpaceXAI) Official news, "Grok goes Global with KSA" (19 November 2025). https://x.ai/news/grok-goes-global
- xAI (SpaceXAI) Official news, "Expanding xAI for Government with GSA OneGov" (25 September 2025). https://x.ai/news/onegov
- xAI (SpaceXAI) Official news, "xAI and El Salvador Pioneer the World's First Nationwide AI Education Program" (11 December 2025). https://x.ai/news/el-salvador-partnership
- xAI (SpaceXAI) Official page, "Safety". List of model cards and link to the Frontier AI Framework. https://x.ai/safety
- xAI (SpaceXAI) Official news index (checked 15 October 2026). Page title "SpaceXSI", copyright "SpaceXAI LLC", latest announcements. https://x.ai/news
- xAI (SpaceXAI) Official news, "Open Release of Grok-1" (17 March 2024). https://x.ai/news/grok-os
- European Commission "The General-Purpose AI Code of Practice" (list of signatories, checked 15 October 2026). xAI signed the Safety and Security chapter only. https://digital-strategy.ec.europa.eu/en/policies/contents-code-gpai
14. Claim-to-source audit
| Claim in the text | Type | Source |
|---|---|---|
| Trade name (XAI LLC / SpaceXAI) and the mixed naming | Sourced | Reference 9 https://media.x.ai/v1/website/card4p7-3a96f40b.pdf Reference 18 https://x.ai/news |
| SpaceX's acquisition of xAI (2 February 2026), the acquisition of X (28 March 2025), and the definition of the AI segment | Sourced | Reference 1 https://www.sec.gov/Archives/edgar/data/1181412/000162828026052535/spcx-20260630.htm Reference 5 https://x.ai/news/xai-joins-spacex |
| SpaceX's listing (12 June 2026, SPCX), offering price, net proceeds, headcount (over 22,000) | Sourced | Reference 1 https://www.sec.gov/Archives/edgar/data/1181412/000162828026052535/spcx-20260630.htm Reference 2 https://www.sec.gov/Archives/edgar/data/1181412/000162828026052515/earningsreleaseq22608042.htm Reference 3 https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm |
| AI segment revenue, R&D, operating loss, Adjusted EBITDA and capex for 2024 and 2025 | Sourced | Reference 3 https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm |
| AI segment figures and splits (advertising, AI solutions & infrastructure) for Jan-Mar, Apr-Jun and Jan-Jun 2026 | Sourced | Reference 1 https://www.sec.gov/Archives/edgar/data/1181412/000162828026052535/spcx-20260630.htm Reference 2 https://www.sec.gov/Archives/edgar/data/1181412/000162828026052515/earningsreleaseq22608042.htm |
| Definition and values of nameplate compute draw (0.4 GW, 1.0 GW, 1.4 GW) | Sourced | Reference 1 https://www.sec.gov/Archives/edgar/data/1181412/000162828026052535/spcx-20260630.htm Reference 2 https://www.sec.gov/Archives/edgar/data/1181412/000162828026052515/earningsreleaseq22608042.htm Reference 3 https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm |
| Configuration of COLOSSUS and COLOSSUS II (GPUs, MW, days), expected expansion, Grok-5, Terafab, on-site generation, liquid cooling and Megapack | Sourced | Reference 3 https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm (includes company claims) |
| Colossus 1 with over 220,000 GPUs; the official announcement of the Anthropic agreement | Sourced | Reference 7 https://x.ai/news/anthropic-compute-partnership |
| Cloud services to Anthropic (about 325,000 GPUs, US$1.25 billion a month, through May 2029, terminable on 90 days' notice) | Sourced | Reference 3 https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm |
| US$14.1 billion of contracted sales under Cloud Services Agreements; US$1.6 billion increase in AI infrastructure revenue | Sourced | Reference 1 https://www.sec.gov/Archives/edgar/data/1181412/000162828026052535/spcx-20260630.htm Reference 2 https://www.sec.gov/Archives/edgar/data/1181412/000162828026052515/earningsreleaseq22608042.htm |
| Series E (US$20 billion, participants, over one million H100 equivalents at end-2025) | Sourced | Reference 6 https://x.ai/news/series-e |
| The Cursor acquisition (option, agreement, completion, US$60 billion equity value, share count), the Mesh Optical acquisition, conversion of Tesla's investment, the Valor lease, Megapack purchases | Sourced | Reference 1 https://www.sec.gov/Archives/edgar/data/1181412/000162828026052535/spcx-20260630.htm Reference 3 https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm Reference 4 https://www.sec.gov/Archives/edgar/data/1181412/000162828026056945/spcx-20260814.htm |
| Government relationships (GenAI.mil, OneGov, HUMAIN, El Salvador) | Sourced | Reference 13 https://x.ai/news/us-gov-dept-of-war Reference 14 https://x.ai/news/grok-goes-global Reference 15 https://x.ai/news/onegov Reference 16 https://x.ai/news/el-salvador-partnership (company announcements; implementation not confirmed) |
| Release of Grok-1 (17 March 2024, Apache 2.0) | Sourced | Reference 19 https://x.ai/news/grok-os |
| API availability dates for Grok 4.5, 4.6 and 4.7; dates for Grok Build, Grok Bot and Voice 3.0; pricing | Sourced | Reference 11 https://docs.x.ai/docs/release-notes Reference 8 https://x.ai/news/grok-4-7 |
| Grok 4.7 pre-training data cutoff (June 2026), supplemental training on Cursor data, availability channels | Sourced | Reference 9 https://media.x.ai/v1/website/card4p7-3a96f40b.pdf |
| Benchmarks (CursorBench 4.0 and others) and safety claims (LatchBio, HackerBench) | Sourced | Reference 8 https://x.ai/news/grok-4-7 Reference 9 https://media.x.ai/v1/website/card4p7-3a96f40b.pdf (company-reported; independent reproduction not confirmed) |
| Frontier AI Framework (effective 30 June 2026): main risk categories and references to NIST and ISO/IEC 42001 | Sourced | Reference 10 https://media.x.ai/v1/website/xai-frontier-artificial-intelligence-framework-30-june-2026-99c40684.pdf |
| Lawsuits (image generation, NAACP, privacy), the EUR 120 million Digital Services Act fine, the US$354 million accrual | Sourced | Reference 1 https://www.sec.gov/Archives/edgar/data/1181412/000162828026052535/spcx-20260630.htm (plaintiffs' claims; no outcome predicted) |
| The European Commission GPAI Code of Practice page (xAI signed the Safety and Security chapter only) | Sourced | Reference 20 https://digital-strategy.ec.europa.eu/en/policies/contents-code-gpai |
| Power per GPU (about 1.3 kW, 1.9 kW, 2.0 kW) | Our calculation | our own: 130 MW / about 100,000, 210 MW / about 110,000, 220 MW / 110,000 (facility-level values) |
| Revenue and profit for Grok alone, AI headcount, valuation, other compute customers, Grok-5 timing | Not yet confirmed | Not stated in the material checked. Not estimated in this article (items not confirmed) |
| Terafab, the COLOSSUS II expansion, orbital AI compute and plans for data centers in Saudi Arabia | Not yet confirmed | Reference 3 https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm Reference 14 https://x.ai/news/grok-goes-global Company targets and expectations, not results |
| The readings that it uses compute for both itself and others, is focusing on coding, aims for in-house chips over the long term, and invests through losses | Inference | Reference 1 https://www.sec.gov/Archives/edgar/data/1181412/000162828026052535/spcx-20260630.htm Reference 3 https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm our own interpretation |
| The reading that actual power demand exceeds the nameplate figure; the explanation linking compute to model development | Not yet confirmed | our own explanation (general commentary, not a company disclosure) |
Last updated: 15 October 2026 / Troy Technical
The figures in this article come from the filings that Space Exploration Technologies Corp. submitted to the U.S. Securities and Exchange Commission (Form 10-Q, 424B4 and 8-K) and from the official website, model card and developer documentation of xAI (SpaceXAI). Model names, prices, contracts and corporate structure were checked on 15 October 2026 and may change. Market-research estimates and press-report-only figures are not used. This is not an assessment of the company's financial condition or of the relative merit of its products. Passages marked "Inference" are our own reading of primary information and are not statements by the company.