Elon Musk stated that Space Exploration Technologies Corp (NASDAQ: SPCX) is on track to develop an artificial intelligence model comparable to GPT-6 within two to three months. The CEO expressed cautious optimism regarding the timeline, noting that rapid deployment of computing infrastructure remains a key competitive advantage.

Musk emphasized that if the company's growth rate, or second derivative, remains strong, SpaceX could reach a leading position in the AI sector within six months. He highlighted that while competitors like Anthropic and OpenAI have been operating for six and ten years respectively, SpaceX's AI efforts are only three years old. The executive argued that beyond a certain intelligence threshold, additional capability offers diminishing returns for specific tasks, using the analogy of a "Newton-level" intellect in a toaster.

Massive GPU expansion underway

To support these ambitions, SpaceX is aggressively scaling its hardware infrastructure through its subsidiary, now referred to as SpaceXAI. The company’s Colossus superclusters currently house approximately 670,000 GPUs. Musk detailed the specific composition of these clusters and outlined immediate expansion plans to add hundreds of thousands of new units over the next few months.

The expansion plan includes bringing another 220,000 GB300 GPUs online next week, followed by an additional 220,000 units in November. Musk noted that if successful, yet another 220,000 GB300 GPUs could be operational by late December, significantly boosting total compute capacity.

Strategic shifts and analyst views

SpaceX’s integration of AI capabilities has drawn attention from financial analysts. JPMorgan analyst Doug Anmuth noted that the company’s narrative is evolving beyond rockets and Starlink. The acquisition of the AI coding platform Cursor was identified as a strategic move to strengthen enterprise AI distribution. JPMorgan estimates Cursor generates about $4 billion in annual recurring revenue, with roughly 75% derived from business customers. This provides SpaceX with valuable coding data to enhance its Grok model.

Morgan Stanley analysts observed that SpaceX and Tesla Inc (NASDAQ: TSLA) are increasingly sharing technology, talent, and infrastructure to pursue opportunities in physical AI. The firm suggested that this growing overlap could eventually support a potential merger as investors look beyond traditional digital models.

What the numbers show

The disclosed GPU figures reveal a distinct strategic pivot toward next-generation hardware. Of the current 670,000 GPUs in the Colossus clusters, 550,000 are already GB200 or GB300 models, indicating that legacy H100 and H200 chips constitute less than half of the existing fleet. Furthermore, the planned addition of 660,000 GB300 GPUs by late December would nearly double the total cluster size, with the new additions being exclusively high-end GB300 units. This suggests a concentrated effort to maximize compute density and efficiency rather than simply increasing volume with older architecture.

Market data indicates that SPCX stock closed 0.22% lower at $148.03 on Thursday. On a year-to-date basis, the shares have declined 8.03%.

Deepwater Asset Management’s Gene Munster predicted Grok 5 could become "the most useful engineering tool in history" as Space Exploration Technologies Corp. (NASDAQ: SPCX) prepares to train the model on its quarter-century of engineering data.

Timely release of Grok 4.7

Munster made the call after SpaceXAI released Grok 4.7 on Monday, Sept. 21, about three weeks after Musk’s Sept. 1 target. "For all the heat that Elon gets on product delays, it’s worth noting that he effectively shipped a product on time today," Munster wrote on X, calling Sept. 1 and Sept. 21 "essentially the same." SpaceXAI officially launched the model Monday.

"This increases the odds that Grok 5, which will be a game changer (mark my words) comes out more or less on time. Elon said that would be late this year," he said.

Integration of SpaceX data

"What’s going to make Grok 5 special is it’s ‘incorporating the entire corpus of SpaceX data. Basically, all the data that SpaceX has ever produced, which is a tremendous amount over the course of a quarter century,’" Munster wrote, quoting Musk. "Translation: Grok 5 will be the most useful engineering tool in history."

SpaceX’s SEC filings show Grok 5 is already in development. Colossus II, its Memphis AI complex, currently trains the model, while SpaceX says the facility deployed Nvidia GB200 and GB300 processors at scale.

Performance metrics and financial context

Grok 4.7 became available through the Grok API, Cursor and Grok Build Monday. SpaceXAI, in its release notes calls it its strongest model for coding and knowledge work, with a 500,000-token context window. It uses a larger base model than Grok 4.6 and longer reinforcement-learning training weighted toward multi-hour tasks.

On xAI’s benchmarks, Grok 4.7 scored 46.3% on CursorBench 4.0 versus 40.4% for Grok 4.6 and 64% on EEBench. Those company-reported results show gains over Grok 4.6 but do not establish Grok 5’s performance.

Reuters reported that SpaceX’s AI revenue jumped about 250% year over year in the second quarter, while AI capital spending reached $15.83 billion. Musk said SpaceX expects more than two gigawatts of compute capacity this year and close to 10 gigawatts by the end of 2027.

What the numbers show

The combination of a 250% year-over-year jump in AI revenue and $15.83 billion in AI capital spending indicates an aggressive expansion phase where infrastructure costs are scaling rapidly alongside revenue growth. The reliance on Nvidia GB200 and GB300 processors at Colossus II highlights a hardware-intensive strategy to support the training of models like Grok 5, which aims to leverage decades of proprietary engineering data.