The only objective information we really have is SpaceX's pre-IPO S-1 filing, which breaks down their revenue into Space, Communications and AI segments, with 2025 revenue for each given as.

Communications (i.e. Starlink) 11.3B

Space (i.e. launch services) 4.0B

AI (i.e. Twitter, Grok) 3.2B

According to Google's AI summary, Twitter 2025 revenue was 2.9B, and Grok was 0.5B, so the 2025 "AI" revenue is basically all Twitter, although at least temporarily going forward there will also be significant datacenter/GPU rental income from Anthropic and Google, and now we also have Cursor with an ARR of 4B.

The only significant "AI" revenue here is from Cursor. Datacenter rental seems like it will bring in a lot of money in 2026, but that's hardly "AI".