{"id":173204,"date":"2026-10-21T06:41:48","date_gmt":"2026-10-21T06:41:48","guid":{"rendered":"https:\/\/friss-hirek.hu\/index.php\/kilott-a-spacex-bevetele-mar-a-mesterseges-intelligencia-hajtja-a-novekedest\/friss-hirek\/"},"modified":"2026-10-21T06:41:48","modified_gmt":"2026-10-21T06:41:48","slug":"kilott-a-spacex-bevetele-mar-a-mesterseges-intelligencia-hajtja-a-novekedest","status":"publish","type":"post","link":"https:\/\/friss-hirek.hu\/index.php\/kilott-a-spacex-bevetele-mar-a-mesterseges-intelligencia-hajtja-a-novekedest\/uzlet\/","title":{"rendered":"Kil\u0151tt a SpaceX bev\u00e9tele, m\u00e1r a mesters\u00e9ges intelligencia hajtja a n\u00f6veked\u00e9st"},"content":{"rendered":"<p><strong>T\u00f6bb mint k\u00e9t \u00e9s f\u00e9lszeres\u00e9re n\u00f6velte negyed\u00e9ves bev\u00e9tel\u00e9t a SpaceX. Elon Musk \u0171ripari v\u00e1llalat\u00e1t m\u00e1r nem a Starlink, hanem a mesters\u00e9gesintelligencia-\u00fczlet\u00e1g hajtja.<\/strong><\/p><div id=\"friss-3714671075\" class=\"friss-etarget friss-entity-placement\"><script type=\"text\/javascript\" id=\"etargetScript7a9b589f63cb072bef80df221f46a22b\">function etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b(){var e=\"etargetPostload7a9b589f63cb072bef80df221f46a22b\",t=\"etargetScript7a9b589f63cb072bef80df221f46a22b\",o=document.getElementById(e);if(o){for(var n=o.offsetTop,d=o.offsetLeft,r=o.offsetWidth,a=o.offsetHeight;o.offsetParent;)o=o.offsetParent,n+=o.offsetTop,d+=o.offsetLeft;var i=(n<=window.pageYOffset+window.innerHeight&&d<window.pageXOffset+window.innerWidth&&n+a>window.pageYOffset&&d+r>window.pageXOffset);if(i&&etargetAllowOtherCheck){allowed=!1;var c=document.createElement(\"script\");return c.src=\"\/\/hu.search.etargetnet.com\/generic\/uni.php?g=ref:58661,area:700x210\",void(document.getElementById(t)&&document.getElementById(e)&&(document.getElementById(t).parentNode.appendChild(c),document.getElementById(t).parentNode.removeChild(document.getElementById(t)),document.getElementById(e).parentNode.removeChild(document.getElementById(e)),document.removeEventListener(\"scroll\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.removeEventListener(\"resize\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.removeEventListener(\"DOMContentLoaded\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b)))}}}var etargetDivID=\"etargetPostload7a9b589f63cb072bef80df221f46a22b\",etargetScriptID=\"etargetScript7a9b589f63cb072bef80df221f46a22b\",etargetPostloadPoint=document.createElement(\"div\");etargetPostloadPoint.id=etargetDivID;var etargetCurScript=document.getElementById(etargetScriptID);etargetCurScript.parentNode.appendChild(etargetPostloadPoint),document.addEventListener(\"scroll\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.addEventListener(\"resize\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.addEventListener(\"DOMContentLoaded\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b);var etargetAllowOtherCheck=!0;if(typeof(\"forceRunPostload\")==\"string\"){etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b()}<\/script><\/div>\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n<div class=\"related-post-links\">\n<p>\t\t<span class=\"related-post-links__title minititle\">Tov\u00e1bbiak ebb\u0151l<\/span><\/p>\n<div class=\"related-post-links__link-wrapper\">\n\t\t\t\t<a href=\"https:\/\/www.forbes.hu\/milliardosok\/elon-musk-tesla-jotekonykodas\/\" class=\"related-post-links__link\">Musk minden amerikai gyereknek adna egy r\u00e9szt milli\u00e1rd doll\u00e1ros c\u00e9g\u00e9b\u0151l. Mi\u00e9rt \u00e9s mennyibe ker\u00fclne ez neki?<\/a>\n\t\t\t<\/div>\n<div class=\"related-post-links__link-wrapper\">\n\t\t\t\t<a href=\"https:\/\/www.forbes.hu\/uzlet\/elon-musk-cegek-felvasarlas-spacex-tesla\/\" class=\"related-post-links__link\">Elon Musk eladhatja a Tesl\u00e1t, csakhogy a vev\u0151 is \u0151 lenne<\/a>\n\t\t\t<\/div>\n<\/div>\n<p><strong>Mi t\u00f6rt\u00e9nt?<\/strong> Az elemz\u0151i v\u00e1rakoz\u00e1sokat jelent\u0151sen meghalad\u00f3 negyed\u00e9ves eredm\u00e9nyr\u0151l sz\u00e1molt be SpaceX \u2013 \u00edrta a <a href=\"https:\/\/www.reuters.com\/business\/media-telecom\/spacex-quarterly-revenue-jumps-beats-estimates-ai-business-surges-2026-10-20\/?utm_source=chatgpt.com\">Reuters<\/a>.<\/p>\n<p>A szeptember v\u00e9g\u00e9n z\u00e1rult harmadik negyed\u00e9vben a t\u00e1rsas\u00e1g \u00e1rbev\u00e9tele \u00e9ves \u00f6sszevet\u00e9sben 161 sz\u00e1zal\u00e9kkal, t\u00f6bb mint 14,5 milli\u00e1rd doll\u00e1rra emelkedett. Az elemz\u0151k 12,7 milli\u00e1rd doll\u00e1ros bev\u00e9telt v\u00e1rtak. A v\u00e1llalat 4,4 milli\u00e1rd doll\u00e1ros nett\u00f3 nyeres\u00e9get \u00e9rt el, ami k\u00f6zel h\u00e1romszorosa az elemz\u0151i konszenzusnak. Egy \u00e9vvel kor\u00e1bban m\u00e9g 1,1 milli\u00e1rd doll\u00e1ros vesztes\u00e9get k\u00f6nyvelt el a SpaceX.<\/p>\n<p>A n\u00f6veked\u00e9s legfontosabb motorja a mesters\u00e9ges intelligencia volt. Az AI-\u00fczlet\u00e1g bev\u00e9tele t\u00f6bb mint kilencszeres\u00e9re, 7,6 milli\u00e1rd doll\u00e1rra emelkedett. A SpaceX els\u0151sorban nem saj\u00e1t AI-modelljeivel, hanem adatk\u00f6zponti sz\u00e1m\u00edt\u00e1si kapacit\u00e1sok b\u00e9rbead\u00e1s\u00e1val keres p\u00e9nzt. \u00dcgyfelei k\u00f6z\u00f6tt szerepel az Anthropic, a Google \u00e9s a Reflection AI is.<\/p>\n<p><strong>Kontextus<\/strong>: A SpaceX hagyom\u00e1nyosan az \u0171ripari tev\u00e9kenys\u00e9g\u00e9re \u00e9s a Starlink m\u0171holdas internetszolg\u00e1ltat\u00e1s\u00e1ra \u00e9p\u00edtette \u00fczleti modellj\u00e9t, az AI azonban egyre meghat\u00e1roz\u00f3bb szerepet t\u00f6lt be a v\u00e1llalat m\u0171k\u00f6d\u00e9s\u00e9ben.<\/p>\n<p>A SpaceX AI-\u00fczlet\u00e1g\u00e1nak gyors n\u00f6veked\u00e9se jelent\u0151s beruh\u00e1z\u00e1sokat ig\u00e9nyel. A t\u00e1rsas\u00e1g harmadik negyed\u00e9ves t\u0151kekiad\u00e1sai csaknem megh\u00e1romszoroz\u00f3dtak, \u00e9s el\u00e9rt\u00e9k a 19,6 milli\u00e1rd doll\u00e1rt. Ebb\u0151l 16,4 milli\u00e1rdot ford\u00edtottak mesters\u00e9gesintelligencia-fejleszt\u00e9sekre \u00e9s sz\u00e1m\u00edt\u00e1si infrastrukt\u00far\u00e1ra.\u00a0<\/p>\n<p><strong>Hogyan tov\u00e1bb?<\/strong> A befektet\u0151k sz\u00e1m\u00e1ra az egyik legfontosabb k\u00e9rd\u00e9s, hogy a SpaceX k\u00e9pes lesz-e fenntartani az AI-\u00fczlet\u00e1g gyors n\u00f6veked\u00e9s\u00e9t a rendk\u00edv\u00fcl magas beruh\u00e1z\u00e1si k\u00f6lts\u00e9gek mellett.<\/p>\n<p>A v\u00e1llalat hosszabb t\u00e1v\u00fa terveiben kulcsszerepet j\u00e1tszik a Starship \u00fajrahasznos\u00edthat\u00f3 rak\u00e9tarendszer, amely nagyobb teljes\u00edtm\u00e9ny\u0171 Starlink-m\u0171holdak, valamint a j\u00f6v\u0151ben ak\u00e1r \u0171rbeli AI-sz\u00e1m\u00edt\u00e1si infrastrukt\u00fara telep\u00edt\u00e9s\u00e9t is lehet\u0151v\u00e9 teheti. A Starship azonban egyel\u0151re nem \u00e1llt kereskedelmi szolg\u00e1latba.<\/p>\n<p>A befektet\u0151k emellett a SpaceX \u00e9s a Tesla esetleges \u00f6sszeolvad\u00e1s\u00e1t is figyelik. Musk szerint a <a href=\"https:\/\/www.forbes.hu\/uzlet\/elon-musk-cegek-felvasarlas-spacex-tesla\/\">k\u00e9t v\u00e1llalat egyes\u00edt\u00e9se<\/a> j\u00f3 \u00f6tlet lehet, \u00e9s mindk\u00e9t t\u00e1rsas\u00e1gn\u00e1l k\u00fcl\u00f6nbizotts\u00e1gok vizsg\u00e1lj\u00e1k a lehet\u0151s\u00e9get, de meg\u00e1llapod\u00e1s m\u00e9g nem sz\u00fcletett<\/p>\n<p><!-- No email blocks found --><\/p>\n<p>The post <a href=\"https:\/\/www.forbes.hu\/penz\/spacex-tesla-mesterseges-intelligencia-elon-musk\/\">Kil\u0151tt a SpaceX bev\u00e9tele, m\u00e1r a mesters\u00e9ges intelligencia hajtja a n\u00f6veked\u00e9st<\/a> appeared first on <a href=\"https:\/\/www.forbes.hu\/\">Forbes.hu<\/a>.<\/p><div id=\"friss-3115775723\" class=\"friss-etarget-cikk-vege friss-entity-placement\"><script type=\"text\/javascript\" id=\"etargetScript7a9b589f63cb072bef80df221f46a22b\">function etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b(){var 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id=\"friss-4287129412\" class=\"friss-after-content_3 friss-entity-placement\">https:\/\/www.youtube.com\/watch?v=Pdnw4KiUWp0<\/div>","protected":false},"excerpt":{"rendered":"<p>T\u00f6bb mint k\u00e9t \u00e9s f\u00e9lszeres\u00e9re n\u00f6velte negyed\u00e9ves bev\u00e9tel\u00e9t a SpaceX. Elon Musk \u0171ripari v\u00e1llalat\u00e1t m\u00e1r nem a Starlink, hanem a mesters\u00e9gesintelligencia-\u00fczlet\u00e1g hajtja. Tov\u00e1bbiak ebb\u0151l Musk minden amerikai gyereknek adna egy r\u00e9szt milli\u00e1rd doll\u00e1ros c\u00e9g\u00e9b\u0151l. Mi\u00e9rt \u00e9s mennyibe ker\u00fclne ez neki? Elon Musk eladhatja a Tesl\u00e1t, csakhogy a vev\u0151 is \u0151 lenne Mi t\u00f6rt\u00e9nt? Az elemz\u0151i [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-173204","post","type-post","status-publish","format-standard","hentry","category-uzlet"],"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/posts\/173204","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/comments?post=173204"}],"version-history":[{"count":0,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/posts\/173204\/revisions"}],"wp:attachment":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/media?parent=173204"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/categories?post=173204"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/tags?post=173204"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}