SpaceX’s AI Business Hits $7.5B as Musk Accelerates Data Center Expansion

✨TodayOnAI’s Daily Drop

• SpaceX’s AI Business Hits $7.5B as Musk Accelerates Data Center Expansion

• OpenAI Launches Locked Chats to Protect Private ChatGPT

• Meta Opens Muse to DIY Hardware With New Muse Gadgets Project

• 💬 Let’s Fix This Prompt

• 🧰 Today’s AI Toolbox Pick

SpaceX

SpaceX’s AI Business Hits $7.5B as Musk Accelerates Data Center Expansion

🚀 TodayOnAI Insight: Elon Musk’s SpaceX is rapidly evolving into an AI infrastructure powerhouse, with artificial intelligence generating 52% of its third-quarter revenue. According to its regulatory filing, the company reported $14.6 billion in revenue and $4.4 billion in net income, signaling a major shift beyond its space exploration roots.

🔍 Key Takeaways

• AI leads growth: The Super Intelligence division generated $7.5 billion in revenue and $431 million in profit, powered by Grok, Cursor, and cloud computing.

• Massive computing capacity: SpaceX’s AI infrastructure now delivers 1.7 GW of compute capacity, with Colossus II expanding its footprint.

• Aggressive investment: Capital expenditures reached $19.6 billion, with another $35–40 billion planned for Q4.

• Space meets AI: SpaceX is applying rocket manufacturing expertise to accelerate data center construction while exploring orbital computing.

• Ambitious outlook: Musk projects $500 billion to $1 trillion in annual recurring revenue by late 2027.

💡 Why This Stands Out: SpaceX’s transformation highlights how AI competition increasingly depends on energy, cooling, and physical infrastructure rather than chips alone. Its ability to combine aerospace engineering, connectivity, and computing could reshape the economics of AI deployment.

OpenAI

OpenAI Launches Locked Chats to Protect Private ChatGPT Conversations

🚀 TodayOnAI Insight: OpenAI announced Locked Chats, a new privacy feature that lets users protect sensitive ChatGPT conversations with a four-digit PIN, Face ID, or Touch ID. Unlike Temporary Chats, locked conversations remain accessible while staying hidden from regular chat history and search results.

🔍 Key Takeaways:

• Private access: Locked conversations move to a dedicated section, protected by a PIN or biometric authentication.

• Separate memory: Locked Chats maintain independent memory, preventing new information from appearing in regular conversations.

• Broad availability: The feature is rolling out across Free, Go, Plus, Pro, Business, Enterprise, and Edu plans.

• Important limitations: Chat locking doesn't provide end-to-end encryption or change data retention and model training settings.

Permanent deletion risk: Resetting a PIN permanently erases all chats and files protected by the previous PIN.

💡 Why This Stands Out: As ChatGPT becomes a space for increasingly personal conversations, privacy controls are becoming essential. Locked Chats improves device-level privacy, but protecting conversations from casual access is fundamentally different from securing the underlying data.

Meta

Meta Opens Muse to DIY Hardware With New Muse Gadgets Project

🚀 TodayOnAI Insight: Meta’s AI companion Muse has surpassed 10.9 million downloads within 40 days of launch, including 10.2 million in the U.S. According to Sensor Tower, Muse joins an exclusive group of just 12 apps to achieve this milestone, demonstrating Meta’s growing influence in consumer AI.

🔍 Key Takeaways

• Record adoption: Muse reached 10.2 million U.S. downloads in 40 days, compared with ChatGPT’s 3.7 million during its initial launch period.

• Stronger retention: Muse recorded 30% seven-day and 23% fourteen-day retention, outperforming competing AI apps averaging 19% and 16%.

• Rising engagement: Daily active users reached 2.5 million on October 16, increasing 15% week over week.

• Marketing advantage: Meta allocated 39% of its October advertising budget to Muse, up from 23% in September.

• App store dominance: Muse leads both major U.S. app stores, supported by Meta’s extensive distribution network.

💡 Why This Stands Out: Muse demonstrates how established platforms can accelerate AI adoption through distribution and sustained marketing. Its stronger early retention suggests meaningful user interest, but long-term engagement will determine whether Meta can convert rapid growth into lasting AI leadership.

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🧰 Today’s AI Toolbox Pick

• ⚙️Bizway (Entrepreneur Tool): Turns your brilliant ideas into clear business plans in minutes.

• 📱ZAPT (Apps Tool): Discovers and creates amazing ChatGPT apps.

• 👁Chromox (Image Design Tool): An all-in-one content creation platform that allows you to craft your content effortlessly and streamline your workflow.