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.