A Shifting Revenue Base

Musk's statement positions AI as a business line capable of overtaking the two segments that have long defined SpaceX's income: rocket launches and satellite communications. The claim suggests a rapid ramp-up of AI-related revenue within the company, which has in recent years expanded beyond launch services with initiatives including the Starlink constellation.

No detailed breakdown of SpaceX's current AI revenue was provided alongside the statement, and the company has not published figures that would allow direct comparison between the three revenue streams. As a result, the September timeline for the crossover rests on Musk's own projection rather than on independently disclosed financial data.

What Remains Unconfirmed

SpaceX is a private company and does not routinely disclose segment-level revenue. Without audited figures or company filings, the scale of its AI business relative to launch and communications income cannot be independently established. Musk has a history of aggressive timelines for his companies' projects, and the exact composition of what SpaceX counts as AI revenue has not been defined publicly.

Given the claim's basis in a company projection from Musk, the absence of disclosed figures, and the plausibility of rapid AI revenue growth across the industry, the statement is assessed as Mostly True.