Who SpaceX buys from and sells to
Launches rockets, runs Starlink satellite broadband, and (since merging xAI) builds Grok AI models.
Buys from 3
- NVIDIANVDAGPUs for the xAI Colossus training clusters
- TeslaTSLAMegapack batteries and other goods~$144M of goods and services bought in 2025 (S-1)
- EchoStarAWS-4 and H-block spectrum for direct-to-cell Starlink
Sells to 6
- NASAcrew and cargo flights, Artemis lunar lander
- US Department of Defensenational security launches and Starshield satellites
- Starlink subscribersconsumer and enterprise satellite broadband
- T-MobileTMUSdirect-to-cell text and data
- United AirlinesUALStarlink in-flight Wi-Fi
- AmazonAMZNFalcon 9 launches for its rival satellite network
Where the chain could break
- About one-fifth of 2025 revenue from US federal agencies (S-1)
- Governed and steered by Elon Musk, with large related-party deals with Tesla
- AI segment lost ~$6.4B in 2025 and needs huge GPU spend
Competes with
- AmazonAMZNsatellite broadband against Starlink
- Blue Originheavy launch
- Rocket LabRKLBsmall and medium launch
- OpenAIfrontier AI models
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.