SpaceX Has Created New Subscription Bundles That Combine Grok, Cursor, and More. What This Means for SPCX.

SpaceX (SPCX) is quickly building a bigger AI business. In Q2 2026, its AI segment brought in $2.56 billion, about one-third of the company’s $7.8 billion in total revenue, as overall revenue rose 92% from a year earlier. Grok Bot, which entered beta on August 11, had 418,000 users by Sept. 14 after growing 24% in one week. SpaceX's $60 billion purchase of Cursor also added a software business reportedly generating $4 billion in annual recurring revenue.

Now, SpaceXAI is putting those services under one roof. Its new X Subscription combines Grok, X features, and Cursor coding tools across five plans, from a free option to a $200-per-month Ultra tier.