DEPLOYDatabase

Company

SpaceX

SpaceX is Elon Musk's aerospace company developing reusable rockets (Falcon 9, Starship), satellite internet (Starlink), and autonomous spacecraft.

Founded
2002
Status
Public
Regulatory status1 FAA action

SpaceX holds 1 FAA action, per the DEPLOY registry.

See all 1 filings

CategorySpace

Overview

SpaceX is Elon Musk's aerospace company developing reusable rockets (Falcon 9, Starship), satellite internet (Starlink), and autonomous spacecraft. Completed blockbuster IPO in June 2026, now valued at ~$1.6 trillion. Starlink provides connectivity infrastructure for autonomous vehicles and robots.

Reality check

Satellite plans (company-claimed)

Plans up to 100,000 Starlink and up to 1 million Starmind AI compute satellites, an FCC application, not deployed hardware.

SpaceXAI (company-claimed)

AI division running NVIDIA Vera CPUs for agentic orchestration behind Grok. Musk said in Oct 2026 it will be renamed SpaceXSI.

Compute revenue estimate (company-claimed)

Estimated five compute customers at about $54.5B a year on about 1.175 GW.

Colossus community page (company-claimed)

Sep 2026: SpaceX's Mid-South page for the Memphis-area Colossus cluster cites a 3.3 GWh grid battery, a water plant and substations.

Terafab chip fab (company-claimed)

Building Terafab with Tesla in Grimes County, Texas: 100M+ sq ft, about $16.8B first phase, 3,000+ jobs. Musk says TSMC could at most sublease space.

Verified record

Verified deployments
1 deployment on file
Active incidents
None on file

Valuation of record

DEPLOY VERIFIED
$1560Bas of Jul 2026

Public market capNASDAQ: SPCX

See the full valuations ranking →

Key facts

Products

Falcon 9 (reusable), Starship and Starlink satellite internet. Dragon 2 docks with the ISS autonomously.

IPO (June 2026)

Listed on Nasdaq as SPCX at a valuation of about $1.6T; shares fell from a $200+ peak to $115 by July 24 2026.

Starship V3 flight 2 (July 2026)

The booster exploded on landing, but the upper stage survived reentry and deployed the first V3 Starlink satellites, which burned up about 20 minutes later.

Starship status

Not yet orbital.

Starlink

Connectivity for autonomous vehicles and robots. Amazon's Project Kuiper is adding direct-to-mobile service to compete.

Starmind AI1

First orbital AI satellite, using a space-optimized NVIDIA Vera Rubin NVL72; launch Q4 2027, scaling in 2028.

Compute customers (reported, unconfirmed)

Anthropic pays about $1.25B a month and Google about $920M; Reflection AI pays $150M a month for Colossus 2 GB300 capacity through 2029.

NVIDIA chip financing (reported, Oct 2026)

In talks to raise $40B to buy NVIDIA chips, $10B in loans and $30B in debt, with Apollo expected to lead, per Reuters and the FT.

Data center build pace (sources differ)

Oct 2026: a report said SpaceX may slow new data center builds; Musk replied that it is false and SpaceX is accelerating.

Starbase Louisiana

A $100B second spaceport planned in Vermilion Parish: construction from 2027, first launch 2029, 3,000 direct jobs.

Transporter-18 (Oct 2026)

Launched Oct 1 2026 from Vandenberg carrying Google's Project Suncatcher TPU prototype.

Distributed Inference Cloud (reported, unconfirmed)

Adam Jonas / Morgan Stanley SpaceX note (via Sawyer Merritt) calls Distributed Inference Cloud the largest overlooked growth potential, tied to physical AI swarms and ground DC pushback.

Q3 2026 SI segment (company-reported)

SI revenue $7.56B, up 830% year over year; SI adjusted EBITDA $4.95B; SI operating income $431M after $1.2B of Cursor-related stock compensation.

Q3 2026 capex (company-reported)

Total capex $19.6B, of which $16.4B went to the SI segment. The CFO guided Q4 2026 capex to $35B to $40B.

Nameplate compute (company-reported, Sep 30 2026)

1.7 GW at Sep 30 2026, up from 1.4 GW at Jun 30 and 0.6 GW a year earlier, as the Colossus II buildout continued.

Compute pricing (CFO-stated, Oct 2026)

Pricing is tracking slightly above the high end of $30 to $50 per watt, and new compute deployments pay back in under a year at current pricing.

Merger review with Tesla (company-stated, Oct 2026)

Musk said on the Oct 20 2026 Q3 call that SpaceX and Tesla each formed special committees of independent directors to discuss a merger. No terms agreed and no deal is assured.

GPU debt financing closed (Musk-stated, Oct 2026)

Musk said Oct 25 2026 that SpaceX closed $40B of debt financing, mostly callable debt for GPUs arriving in Q1 and Q2 2027, and called it not a major factor in Q4.

GPU finance lease (company-stated, Oct 2026)

Oct 24 binding commitment for an Apollo-managed lessor to buy and lease GPU pods incl. Vera Rubin: about $40B of principal over 5 to 5.25 year tranches, closing by end of 2026.

GPU lease terms (company-stated, Oct 2026)

Rent is paid quarterly in advance: about one twentieth of each tranche's cost plus a fixed rate set at pricing. Lease schedules start on GPU delivery in H1 2027.

GPU lease backers (company-stated, Oct 2026)

Led by Apollo, with Goldman Sachs as sole structuring agent and anchor commitments from BlackRock, Goldman Sachs Asset Management and KKR-advised accounts.

Anthropic compute deals (counterparty filing, Oct 2026)

Anthropic's S-1: SpaceXAI deals worth up to $120.5B into 2029, about $3.1B a month once fully delivered (expected Dec 2026). Cancellable on 90 days notice after early 2027.

Largest customer, Q3 2026 (company filing)

The Q3 2026 10-Q says one unnamed AI compute client, Customer B, was 34.5% of quarterly revenue.

Customer B identity (reported, Oct 2026)

Bloomberg, citing a person familiar, reports that Customer B is Anthropic. Neither company has confirmed it.

Data & sources

Company filings

8

Press releases

4

News coverage

10

Web sources

33

55 sources backing this record.View all →

Partnerships

Every company SpaceX has built with, alongside the ones only announced in a press release.

9 total7 operating2 just announced2 ended

Most-frequent partners

  1. 1AstroForge1× joint2 total
  2. 2Google1× joint19 total
  3. 3Impulse Space1× joint1 total
  4. 4Momentus Space1× joint3 total
  5. 5National Oceanic and Atmospheric Administration1× joint3 total
  6. 6NVIDIA1× joint132 total

SpaceX on the deployment map

View the global map

1 verified deployment across 1 region, newest verified Mar 2019. Explore where SpaceX's robots are operating, by place and type.

Free to use on your site, with a link back to DEPLOY.

View the full SpaceX deployment record →

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Relationships

Claims ledger

Public, dated claims by SpaceX, each tracked against the evidence. Status is a DEPLOY assessment from primary sources: verified means an independent source confirms it; contradicted means one refutes it; open means the outcome is not yet determinable. Every entry keeps its verbatim quote and source so you can check the call yourself.

  • OpenCapability · claimed 2026-07-24
    “SpaceX's 13th Starship flight successfully deployed first V3 Starlink satellites but Super Heavy booster failed simulated landing — 2nd booster failure on V3. Upper stage survived reentry and floated (first time not exploding). Stock at $115 (from $200 IPO peak).”

Disagree with a status? SpaceX can submit a correction with evidence and we log the response on the record. Methodology and the full industry ledger live at /stats/claim-integrity.

Current leadership (2)

  • Elon Musk Founder and CEOsince 2002-05-06secondary-verified
  • Gwynne Shotwell President and COOsince 2002-01-01secondary-verified

Founders (1)

See all founders across the registry →

Former / Previously (8)

  • Jaret Matthews Engineer (former)secondary-verified
  • Justin Fiaschetti Propulsion Engineer, Raptor programsecondary-verified
  • Max Benassi Senior Propulsion Engineersecondary-verified
  • Jacob Balaj Integration & Test Engineer (Falcon 9/Heavy)secondary-verified
  • Jack Oswald Propulsion Engineersecondary-verified
  • Lewis C Jones Rocket engine / launch vehicle engineersecondary-verified
  • Jim Cantrell VP of Business Development (founding team)secondary-verified
  • Ryan Westerdahl Propulsion Engineer (Merlin, SuperDraco, Raptor)2013 to 2021secondary-verified

Media (1)

Company-anchored media. Official assets the company has published at the company level, distinct from model-anchored media that lives on individual product pages.

Safety record

No incidents on record for SpaceX.

Only active incidents are counted. Retracted incidents are excluded from this summary but remain reachable at their canonical URLs.

Full safety record: incidents, sourcing, and exposure data →

SpaceX data centers (1)

AI data centers SpaceX operates or is a party to, from the DEPLOY data center registry.

Operator customers (1)

Recent coverage

SpaceX in third-party press

Peers

56 peers across 1 segment. Every SpaceX competitor derived from shared form-factor and application-domain edges.

space(56)

36 companies in this segment · low_concentration (HHI 1188.742650389188) · leader K2 Space at 2172%

Mentioned on (77)

Registry pages whose text names SpaceX.

Appears in DEPLOY reports