AI REVENUE WARS ● 2026-10-30

Explorer

xAI

private · Foundation model labs

Disclosed ARR / run-rate / reported revenue (point-in-time)

Each series is one metric basis exactly as disclosed. Points are not connected across bases and are not comparable with recognized revenue.

All observations (6)

PeriodMetricValueYoYQualityHowSource
as of 2026-06-30reported revenueSpaceX AI segment revenue$2.56B—reportedreported
“SpaceX AI segment revenue, Q2 2026 (April to June): $2.561 billion, against $0.737 billion a year earlier.”
Checked against an excerpt of the source, not the full page. SpaceX AI segment, which includes xAI and the X social network; not standalone xAI.
Safeguard (SpaceX offering document summaries)
as of 2026-03-31reported revenueSpaceX AI segment revenue$818.00M—reportedreported
“The AI segment, which includes xAI and the X social network, had revenue of $818 million and an operating loss of $2.469 billion in the first quarter of 2026”
Checked against an excerpt of the source, not the full page. SpaceX AI segment, which includes xAI and the X social network; not standalone xAI.
Safeguard (SpaceX offering document summaries)
as of 2025-12-31reported revenueSpaceX AI segment revenue$3.20B—reportedreported
“By 2025, losses had ballooned to $6.4 billion on $3.2 billion in revenue, widening the gap between earnings and spending.”
Checked against an excerpt of the source, not the full page. SpaceX AI segment, which includes xAI and the X social network; not standalone xAI.
Xix (SpaceX S-1 summaries)
as of 2025-09-30reported revenueRevenue, Q3 2025$107.00M—reportedreported
“Bloomberg reported that xAI's own revenue was $107 million in the third quarter of 2025.”
Checked against an excerpt of the source, not the full page.
Okara (Bloomberg)
as of 2025-03-31reported revenueRevenue, Q1 2025$52.00M—reportedreported
“xAI pulled in $52 million in gross revenue and lost $341 million before EBITDA.”
Checked against an excerpt of the source, not the full page. Unaudited.
Sherwood (Bloomberg)
as of 2024-12-31reported revenueSpaceX AI segment revenue$2.62B—reportedreported
“In 2024, xAI recorded a loss of $1.56 billion on revenue of $2.62 billion.”
Checked against an excerpt of the source, not the full page. SpaceX AI segment, which includes xAI and the X social network; not standalone xAI.
Xix (SpaceX S-1 summaries)