Sawyer Merritt(@SawyerMerritt):SpaceX reported $19.6 billion in capital expenditures during Q3 2026, nearly triple the $6.9 billion spent in Q3 2025. SpaceX spent $16.4 billion on SI Capex in Q3 alone, accounting for ~84% of its total quarterly Capex spend. They had 1.7 GW of compute installed as of Sept 30th, with a lot more underway.

Sawyer Merritt

@SawyerMerritt

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Sawyer Merritt@SawyerMerritt

2026.10.20 20:13

SpaceX reported $19.6 billion in capital expenditures during Q3 2026, nearly triple the $6.9 billion spent in Q3 2025. SpaceX spent $16.4 billion on SI Capex in Q3 alone, accounting for ~84% of its total quarterly Capex spend. They had 1.7 GW of compute installed as of Sept 30th, with a lot more underway.